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.
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⦿ NEWS & INSIGHTS
Year-End Tax Planning Tips for 2024: Maximize Opportunities Before the Deadline
As the year draws to a close, it’s time to evaluate your tax strategy. Both business owners and individual taxpayers can benefit from proactive year-end tax planning to make the most of current opportunities and prepare for future changes. Here are a few key considerations to help you navigate the tax landscape effectively. For
Employee Spotlight: Jared Van Slyke and Chris Brauner
At KEB, our team is what sets us apart, and this month we’re thrilled to spotlight two of our Wealth Advisors, Jared Van Slyke and Chris Brauner, who bring dedication, unique experiences, and passion to their roles. Meet Jared Van Slyke Jared Van Slyke joined the KEB Wealth Advisors team with an impressive background
Don’t Leave Money on the Table: Essential Tax Credits You Might Be Missing
Tax preparers often encounter clients who are confused about the various tax credits available to them. Understanding these credits can significantly impact your tax liability and, in some cases, result in a refund. This article aims to demystify individual tax credits, explain the difference between refundable and non-refundable credits, and discuss credit carryovers. By the
