Brian P Keane

Our mission is to provide my clients with superior service while identifying effective solutions to help them achieve financial stability with the same honesty and integrity that I would provide to myself and my family.

We are committed to helping our clients. We do so by identify your goals and objectives, your assets and liabilities, and comparing what you have to what you want, working with you to develop financial solutions to help you achieve a secure financial future. Throughout your lifetime, we will help you understand what you need to prepare for and protect. 

We work with clients in pre-retirement and retirement stages of their lives, typically, but not limited to Finance professionals. Our team is known for our customized and organized client service model focused on the highest level of attention.