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Clear Guidance. Comprehensive Strategies. Trusted Partner.

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Discover Financial Confidence

Whether you want to save for retirement, send kids to college, buy a vacation home – or hope to do all three – we can create a plan that will put you on the path toward the future you envision. As a passionate advocate for his clients’ financial futures, Joe Keifer designs comprehensive wealth strategies that help investors discover financial confidence. 

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Clear Guidance

Our goal is to be your trusted advisor by offering clear, objective guidance and exceptional service that you can count on to support your goals. Learn how we customize your plan with our four-step process.

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Comprehensive Strategies

There's more to your financial life than only investments. We take a comprehensive approach to managing your total financial picture by providing valuable guidance for future planning.

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Trusted Partner

Our team's first priority is doing what's best for our clients. We take time to get to know you, so we understand what you want for your future. As an independent advisor, Joe Keifer spends his time and energy on you, not sales goals or quotas, so he can recommend investments and strategies that help you pursue financial independence.

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