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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Financial PreparationPersonal FinancesRetirementRetirement Planning
April 25, 2022

Working While Receiving Social Security Benefits

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans age 55 and older said…
EducationPersonal FinancesRetirement Planning
April 25, 2022

Raising Money-Smart Teens

As teens look forward to summer activities, especially those that cost money, the next few months might present an ideal opportunity to help them learn about earning, spending, and saving.…
HealthRetirement
April 25, 2022

The Health/Wealth Conundrum

For those who are healthy, the odds are in favor of a long retirement. And because women live longer than men, on average, they may face higher lifetime health care…

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