KW
Keen Wealth Advisors
Keen Wealth Advisors : des conseils patrimoniaux holistiques et proactifs pour une retraite sécurisée.
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Business
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Keen Wealth Advisors : des conseils patrimoniaux holistiques et proactifs pour une retraite sécurisée.
Basé à Overland Park, Kansas, Keen Wealth Advisors propose une planification financière holistique et une gestion d'investissements adaptées à des objectifs à long terme. Les clients soulignent un service réactif et professionnel, une planification de retraite complète, des stratégies fiscales proactives et une planification détaillée qui les aide à rester sur la bonne voie. L'équipe est décrite comme bienveillante et fiable, offrant des conseils de confiance pour le prochain chapitre de la vie.
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Gestion de portefeuille personnalisée avec des stratégies d'atténuation des risques adaptées à vos objectifs.
Planification complète de la retraite, y compris des stratégies de revenus et la préparation de votre mode de vie futur.
Planification fiscale proactive et optimisation pour améliorer votre efficacité financière.
Orientation financière holistique couvrant la planification successorale, la philanthropie et la croissance de la richesse à long terme.
Séances éducatives et ressources pour vous aider à comprendre et à naviguer dans le processus de planification financière.
Note globale
Dana
I have been with Keen Wealth Advisors for about 7 months now and have been treated with great respect from Quin, Ben and Jeb since day 1. Rachel is always helpful when you need something or have a quick question. My questions are always answered quickly. Anytime I call they are happy to help. They have educated me on the financial planning process which has been very helpful. They have designed a personal plan for me with detailed planning and tax strategies.
Kevin Reene
We have been working with Keen for a bit over a year. They clearly understand the high expectations of AEC engineers and cater to the detailed explanations required to satisfy a detail-oriented mindset. They equip with enough information to satisfy curiosity, while also don't overburden with details. They have shared in philanthropic efforts and serve their community well. I am delighted to have found Keen so early in my journey and recommend them frequently as a "premium" offering in the wealth planning space.
Eugene Lively
While I was associated with Keen, I was warmly helped and accepted. After my divorce, since my ex-wife started with her inheritance into Keen, they could no longer help me with my half of the retirement funds. I looked for another fiduciary financial advisor and found a smart, caring team to deal with and actually charged less than Keen did. I felt I was vindicated for being chased away from Keen to this other team. I have made money since joining with the new team and am extremely happy that I am with the new team.
Barbara Chastain
Working with Keen Wealth Advisors has been one of the best financial decisions I’ve made. Their team provides exceptional service—combining smart investment management, detailed retirement planning, and proactive tax strategies. They take a holistic approach that gives me peace of mind about my financial future. I appreciate how responsive, professional, and genuinely caring everyone at Keen Wealth is. I highly recommend them to anyone looking for trusted long-term financial guidance.
Sheila Lillis
I have been in the capable hands of Keen Wealth for over 20 years and I am very pleased with their services. When the market goes into a tail spin I might loose some of my investment but because my portfolio is managed the risks are greatly reduced. My advisors listen to me and know my vision and have given me confidence in purchasing a new home in my retirement and prepare for some upcoming travel plans. They have provided me the opportunity to enjoy my life and help stay the course with my financial well being. A true partner in my next chapter!
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