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

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.

Meet Our Team

Meet The Team

Financial Insights & Commentary

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Current MarketFinancial PreparationPersonal Finances
July 18, 2022

New Vehicle Shortages Drove Up Used Vehicle Prices

Prices for used cars and trucks began to rise at an unprecedented rate in August 2020 after remaining relatively flat since 2013. As new vehicle production was limited by supply-chain…
Current MarketUnemployment
July 18, 2022

Quick Recovery for Unemployment Rate

The U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic. This was by far the highest rate since the current…
Financial PreparationPersonal Finances
July 18, 2022

Should You Consider Tapping the Equity in Your Home?

With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but…

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