Keith Black

We work together to make wise financial decisions for you.

A good place to start is with your age - priorities change over time.

                    Age 25-50

                    Age 50-70

                    Age 70+

  • What's the best way to save for retirement? 
  • How much life insurance do I need?
  • Should I save or pay off debt? 
  • Am I on track to retire, and stay retired?
  • Are my investments diversified? 
  • Do I need long-term care insurance? 
  • Will my investments pay a lifetime income?
  • How do I reduce taxes in retirement?
  • How do I maximize my legacy?