We look forward to speaking with you soon!
A separate email has been sent to you with the exact date and time for our call. Please make sure that you block this time in your calendar.
In the meantime, all you need to do to prepare for our call is get an idea of where you want to go and what you want to achieve.
On the call, we will look at your current situation and where you want to go. Then we can map out an action to get you there.
Best, Bill Keen
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by entities unaffiliated the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
KWMG, LLC DBA Keen Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place.