We help our clients accumulate and protect their wealth for generations to come.
Wherever you are in life, our advisors can help you identify and fulfill your goals.
We are an independent, family-oriented financial services company dedicated to building client relationships. At Keowee Financial Group, our objective is to gather information on your investing experience and performance to date and evaluate your progress toward reaching your financial goals.
Based on current income and asset mix, we can help you establish reasonable financial objectives for your retirement goals. Through an analysis of current assets and insurance coverage, we will assess whether premature death or disability can reasonably be covered.
Personalized Financial Plans Dedicated to Fulfilling Your Goals.
At Keowee Financial Group, we will work alongside you while partnering with other members of your financial team to ensure the unity of your overall wealth management plan. Our advisors are also able to work with your attorney to make sure you have the necessary legal documents such as wills, durable powers of attorney, medical powers of attorney, and a living will if necessary, so that, in times of need, your family is able to transfer assets effectively and efficiently.
After a lifetime of work, it’s time to enjoy what you worked so hard to achieve. We’ll help you prepare for retirement with confidence.
Live the lifestyle you’ve imagined, our customized plans can help individuals at all stages create, accumulate and preserve their wealth.
Our goal is simple: to help protect and grow your assets. We provide in-depth analysis of your portfolio before making recommendations tailored to your needs.
We can help protect and grow your wealth through diversified investments that may include alternative investments such as Real Estate Investment Trusts, Business Development Companies, and Hedge Funds.
Our experienced and enthusiastic team thrives on seeking client satisfaction. Please visit Our Company page to learn more about our advisors.
The right questions yield the best answers. No matter what you hope to achieve, our advisors can help you prepare for the next chapter.