As a full-service Certified Financial Planner (CFP) Tim is dedicated to learning about your personal goals. Together you will use these goals and personal situations to build financial strategies that focus on your specific needs.
Third Generation Financial Planners
Growing up in a family of financial professionals, Tim joined the industry in 1994 as the third-generation of financial planners. Realizing that everyone he meets is in a unique economic and life situation, Tim believes that personal service and advice is essential to match individual needs with the right products and services.
Aligning your goals with the correct financial strategies
As Keeler Financial Planning clients progress through the various stages of life we make sure that your plans evolve along with you. Whether you were purchasing your first home, financing your children’s post secondary education, planning FOR retirement or planning YOUR retirement, we make sure your financial strategies match each stage can prepare you for the next one.
Custom Tailored Solutions
Once your custom tailored financial plan is in place, we continue to work together to review your objectives and keep you on track to achieve your desired goals. If you ever have any questions about your plans, contact us. We are here to help and will be more than happy to review your needs or strategies or simply answer questions you may have.