Our Team

Why choose Keim Financial?

For over 25 years, Chad has worked to build lasting, loyal relationships with his clients’ goals in mind, allowing him to forge deep, personal relationships that have become the foundation for a strong, successful, and established financial planning platform.

Rooted in the value that every client must invest in themselves, Keim offers comprehensive plans for all stages of life.

As an independent advisor, Keim is able to offer greater, personalized service to his clients.

About Us

The benefits of Keim Financial Group include

 

Customized guidance based on your entire financial picture

You have the freedom of a wide range of investment options tailored to what is best for you.

A high level of expertise to support your complex financial needs.

Need to talk to us directly?

Contact us

 

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...

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