Joseph J. Keenan
What is Retirement Planning?
Healthcare and Wellness
What is Financial Planning?
Answers to your Questions
Benefits of Financial Planning
Only True Benchmark
Free Meeting and Consultation. It's easy.
Discuss your financial concerns, goals and life aspirations
Get some feedback
Find out about Financial Planning
3 Steps to set up a meeting
Download and fill out two Discovery Forms:
Initial Planning Questionnaire
Request a meeting.
Send in Discovery Forms prior to the meeting
To request a complimentary financial planning meeting contact either Michael or Joe.
Joseph J. Keenan CPA, MBA, CFP