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.

Meet Our Team

Meet The Team

Financial Insights & Commentary

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EducationFinancial PreparationPersonal FinancesTax
October 25, 2021

Year-End 2021 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities to defer income to 2022,…
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Financial PreparationPersonal FinancesRetirementRetirement Planning
October 25, 2021

Should You Speed Up Your Retirement Plans?

According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This…
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Current MarketInflation
October 25, 2021

Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1  The annual increase in the Consumer Price Index for All Urban…
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