KTM What Matters Analysis™

This is a structured process that helps guide clients through the three essential steps. Following the analysis, a basic plan can be drawn up as roadmap for moving towards financial independence.

Fee-based services provided to Foundational Planning clients may include:

  • Retirement Cash Flow Planning
  • Retirement Income Gap Analysis
  • Social Security Strategy Planning
  • Basic Estate Structuring
  • Investment Analysis & Management
Download our "Why Plan?" sheet

Download, complete and email us your completed “Why Plan?” sheet, in order to get started with your KTM What Matters Analysis: contact@keelerthomas.com

Schedule your first consultation today.

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