Personal Financial Planning
Financial Planning for Business Owners
Succession Planning for Business Owners
We Can Help You Create an Investment Plan to Achieve Your Goals
But before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you.
In this short exercise, answer questions about yourself and your future objectives.
Then, request a consultation so that together, we can build a plan to help you get there.
What is Blue Keel?
Blue Keel provides independent, fee-only financial planning advice to business owners, professionals, and their families. We work with our clients to align their professional and personal goals so they can focus on the important things in life. As a fiduciary, we always act in the client's best interest.
Clients get access to our comprehensive financial planning framework, as well as portfolio management services, to help attain – and maintain – their wealth.
With the appropriate financial plan and program, you can:
- Understand and control your cash flows and your business’ cash flows
- Align your personal financial goals with your professional objectives
- Reduce taxable income and take advantage of overlooked tax-saving opportunities
- Create a smarter investment plan to build lasting wealth and a legacy
- Manage debt more efficiently
- Develop a Succession Plan for your business
- Preserve your legacy
Blue Keel is a fee-only, fiduciary financial planner based in Westport, CT. We work with clients nationwide.
We can help you grow your wealth and live life on your terms today, while building a responsible plan for tomorrow.
Do you ever wonder where your money went?
Get organized so you can tell it where to go.
Blue Keel can help.