Planning for the future is personal. As a trusted team of advisors, we take the time to listen, ask questions, and get to know the person behind the portfolio, from lifelong aspirations to the underlying worries that keep you up at night.
Building on a foundation of understanding, we create a roadmap that addresses your most important questions: Am I saving enough? Will I have enough to retire? Does my portfolio create unnecessary tax consequences that can be avoided?
Working in partnership with our clients, we plan, pivot with life’s changes, and provide expert guidance along the way. We care deeply about our clients and their families, and as fiduciaries, we are legally obligated to put every client’s best interests first.
From simple questions to complex challenges, we’re here to provide peace of mind so you can stop worrying and start enjoying the lifestyle you’ve worked so hard to attain.
⦿ WEALTH MANAGEMENT SERVICE AREAS
⦿ NEWS & INSIGHTS
Employee Spotlight – Angie Hayes & Lisa Ruch from our Cape Office
Angie Hayes Angie joined KEB in 1989. Over the past year, Angie transitioned to a three-day-per-week role within the Admin team, departing from her previous full-time position as an Office Manager. Her current responsibilities focus on optimizing administrative functions across various industries, contributing to the overall operational efficiency at the firm. What’s the farthest you’ve
Home Energy Audit Tax Benefits
Have you been thinking of making home improvements? If so, and they include energy-saving improvements, you may qualify for some substantial income tax credits. Even if home improvements aren’t currently on your to-do list, with the increasing cost of energy you may find that energy-saving home improvements, along with the tax credits that accompany them,
Accountable Plans: A Win-Win for Employers and Employees
As an employer or an employee one intricacy of tax laws and regulations that often goes unnoticed is the concept of Accountable Plans. These plans, when implemented correctly, can provide significant tax benefits for both employers and employees. Under the Tax Cuts and Jobs Act (TCJA) signed into law by President Trump in 2017, the
