Services

Individuals

We help you make sense of your company benefit package, and have professional money managers create a balanced investment portfolio for each client based on their individual profile, and can do this while you are still working. If you do not understand all of your investment options that your company plan offers, call us. If you do not have company benefits, we help you plan without a defined program. We will run retirement projections based on income, savings rate, expected pensions, and other factors at no charge for you. As our client, you will continue to receive projections and guidance as your situation changes. In addition, we will help you with basic budgeting, look at your entire financial picture, and find ways to help you reach your financial goals.

Estate Planning

For those of you who own a business, home, have minor children, have substantial assets, or just want family harmony maintained when something happens to you, an estate plan is in order. We are facilitators for Doyle Law, P.C., and can help you get an user-friendly estate plan in order at an extremely reasonable rate.

Life Insurance

Life Insurance plays a large part in your financial plan, and can often provide unique solutions to financial planning dilemmas. We are able to offer a complete range of life insurance products through many different companies to ensure that you are getting the best solution to your need at the best price.

Small Businesses

Are you trying to provide for yourself and your employees but don't know where to start? Do you have great employees and want to provide them with benefits that will encourage them to stay with you? Do you think that a traditional 401(k) plan is all that you can do for your employees? There are many options for small business owners to help help you and your employees plan for retirement, and a representative from Key Concerns can help you figure out the right fit for you.