Blue Keel clients receive financial advice from a registered investment advisor who is independent, doesn’t get paid sales commissions for pushing products, and provides specific solutions that are in the best interests of the client.
Blue Keel helps clients - successful professionals, business owners, and entrepreneurs - align their finances with the lives they want for themselves and their families by providing tailored solutions to solve the problems they’re facing as they build wealth, such as:
Growing/funding your business and your investment portfolio
Managing personal and business cash flows and debt
Building and preserving a legacy for your children
Managing business and personal risks and liabilities
Blue Keel provides comprehensive FINANCIAL PLANNING SERVICES, as well as INVESTMENT MANAGEMENT SERVICES using an innovative digital platform to help clients navigate their financial lives and stay on course to reach their goals.