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Lighting the Way towards Financial Prosperity, Retirement Transition, & Enduring Family Legacy

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Our financial lives are best compared to an experience-rich passage linking three integrated shared journeys…

Meaningful Prosperity

Guiding you to discovering true prosperity by connecting values and experiences with meaningful life goals.

Retirement Transition

Wellness and Choice as we Transition out of our Career or Business.

Legacy Pathway

Expanding Your Journey to Embrace Your Children and the Generations Yet to Come.

For over 30 years Keeler Thomas has been dedicated to helping people make sense of their opportunities and prepare for each stage of their financial life.

Financial Planning

The challenges of making ends meet can be daunting especially with a record number of Baby Boomers entering their retirement years.

Investment Management

The Keeler Thomas portfolio management program defines the objectives to meet the plan objectives and identifies each step needed to take to reach the goals.

KTM Family Legacy Pathways

Learn why less than 10% of families “make it” and successfully plan their legacy.

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Financial Insights & Commentary

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Uncategorized
March 19, 2020

7 ways to hack-proof your smartphone to keep your data safe

Originally posted to KimKomando by MARK JONES, KOMANDO.COM We’re always warning you of the latest cybercrimes. Data breaches, ransomware and phishing attacks are constantly in the headlines. It’s not just…
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March 19, 2020

Four Things Women Need to Know about Social Security

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social…
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March 19, 2020

Due Date Approaches for 2019 Federal Income Tax Returns

Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your…
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