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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.

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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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Meet Our Team

Anita Kontilis

Anita Kontilis

Administrative Assistant

Linda Payne

Linda Payne

Administrative Assistant

Lisa Tristan

Lisa Tristan

Office Manager, Administrative Assistant

W. Ben Keel

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

Financial Advisor

W. Ben Keel, III

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

Certified Financial Planner®

W. Craig Splawn

W. Craig Splawn, RFC® , MA

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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