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Services from Keeter Financial
Helping you grow, maintain and protect your assets and income is our focus. Based upon our review of your current investments, risk tolerance and goals, we will work with you to develop investment strategies that are unique for you. Next, we will implement and monitor each investment strategy within your financial plan. Regular meetings and conversations are an important part of this process.
Through our relationship with you, we will provide resources to plan for your financial security. In a world of uncertainty, a thorough financial plan can offer you some confidence and peace of mind.
Services offered:
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- Insurance
Life, Health, Disability and Long Term Care, Medicare Supplement
- Investment Strategies
Stocks, Bonds, Mutual Funds, ETFs and REITs
- IRA Rollovers
401(k), Pension and 403(b)
- Retirement Planning
Income Projections, Social Security, Rollovers and Pension Planning
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- Retirement Plans for Small and Medium Businesses
401(k) and Profit Sharing, Solo 401(k), SEP IRA, SIMPLE IRA, Profit Sharing
- Tax Saving Strategies
For Income Tax, Capital Gains Tax, Estate Tax and 1031 Real Estate Exchanges
- Employee Benefits
Group Health, Life & Disability, Voluntary Benefits
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Richard B. Keeter III
Keeter Financial Corp.
314-025 West Millbrook Rd.
Raleigh, NC 27609
(919) 728.5619 (Office)
(919) 728.5619 (Fax)
richard@keeterfincorp.com |
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Copyright 2019. Keeter Financial Corporation.
The information contained herein does not constitute, and shall not be misconstrued as, a recommendation to purchase or sell securities. Affiliated with Capital Investment Advisory Services, LLC.
Securities offered through Capital Investment Group, Inc., 100 East Six Forks Road, Suite 200 Raleigh NC 27609
(919) 831-2370 Member FINRA / SIPC Check the background of your financial professional on FINRA's Broker Check.
Please contact us regarding your specific portfolio or financial situation. Past performance does not guarantee future results. |
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