We work with each client to develop a custom asset management solution that can help you reach your financial goals. We offer a wide range of investment options ranging from brokerage services to investment advisory services.
By primarily working with fee-based accounts, we can place the advisor and client ‘on the same side of the table’. Collaboration at Keyes & Associates has been a key driver in our investment decision-making process. We value the support and resources provided by Lincoln Financial Advisors as well as independent trusted partner relationships that we have cultivated.
Our philosophy is built of both active and passive investment strategies as well as careful fund manager selection. Mutual Funds, ETFS, Annuities, Equities, Fixed Income, and Alternative Investments are considered at a client level. We work closely with our clients to develop an asset allocation strategy that is designed to meet their overall needs and wishes.
Asset placement and taxes are important. We coordinate with tax professionals (at the portfolio and client level) to ensure the strategy is consistent with the individual’s situation. Also, we look at the various options available such as workplace retirement savings, pre-tax, Roth, and non-retirement investment solutions.
The chart below describes our investment implementation and review process.
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Washington & Wisconsin
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Keyes & Associates, Inc. is not an affiliate of Lincoln Financial Advisors.
See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.