The Keeton Group
Financial Services - Dallas, TX, US
The Keeton Group Employees
The Keeton Group Details
We help business owners and individuals create better financial outcomes. We do this by either reducing or eliminating the roadblocks that are getting in the way of them achieving their goals. Since no advisor has a lock on all the good ideas, we utilize a team-based approach incorporating best in class specialists.For business owners we focus on addressing three key areas:► Reducing unnecessary taxes using highly advanced tax strategies► Mitigating business risks that protects the business and the owner's family► Increasing cash flow and profitability by reviewing and eliminating excess expenses For individuals and professionals, we target three key areas:► Proper coordination and alignment of their financial "stuff"► Extreme clarity on what retirement looks like and what it takes to get there► Investment planning that breeds clarity and is in direct alignment with their goalsWe are keen to develop relationships with:► Accountants and tax planners who desire advanced planning strategies for their clients► Small business owners who need a "go to" advisor ► Individuals seeking an advisor to help simplify their financial life and not complicate itIf you're up for a brief 15 minute chat to see if any of this is for real shoot us an email. info@thekeetongroup.comInvestment advisory services offered by The Keeton Group LLC, a registered investment advisor.
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