Our Services

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...

KTM Family Legacy Pathways

The results of today’s planning must also encompass the expectations and desired outcome...

401(k) Advisory

With 70% of retirement plans audited by the Department of Labor either fined, penalized, or forced to make reimbursements to their plan...