Broker Check
281-392-2900
Client Login

Process Overview

Effective solutions for every stage of life.

Learn More

Legacy Planning

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

Learn More

Our Services

Preserve a legacy that will last.

Learn More

The Team You Need

Smart financial advice for the discerning investor.

Learn More

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.

Learn more

Plan

Individualized strategies ensure that your goals are always a priority.

Learn more

Manage

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

Learn more


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.

Contact Us

Learning Center

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

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
Learn More
Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Learn More
Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
Learn More

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

Meet Our Team

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.

Questions? Comments?

Thank you!
Oops!