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Process Overview

Effective solutions for every stage of life.

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Legacy Planning

More than an advisor, we seek to be your partner, coach, and friend.

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Our Services

Preserve a legacy that will last.

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The Team You Need

Smart financial advice for the discerning investor.

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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Meet Our Team

Eva Pena

Eva Pena

Administrative Assistant

Irene Haas MBA CFP®

Irene Haas MBA CFP®

Certified Financial Planner®

Lisa Tristan

Lisa Tristan

Office Manager

W. Ben Keel Jr. ThD RFC RHU REBC CREd

W. Ben Keel, Jr., ThD, RHU, REBC, CFEd®

Financial Advisor

W. Ben Keel, III MBA CFP® ChFC CFEd CLU CKA®

W. Ben Keel, III, BBA, MBA, CFP®, ChFC®, CFEd®, CLU®, CKA®

Certified Financial Planner®

W. Craig Splawn M.Ag. RFC

W. Craig Splawn, M.Ag. RFC®

Financial Advisor

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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