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Our Services

Keowee Financial offers a full suite of financial services for people of all economic strata. From helping individual investors, business owners and professionals, retirees and more, our advisors specialize in every area of your financial life. Whatever you may hope to achieve, we’ll work to help ensure your portfolio works in unison so you can fulfill your most valued goals.

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • Traditional IRA
  • Managed Asset Accounts
  • REITs
  • Limited Partnerships
  • BDCs
  • Alternative Investments
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Annuities

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Educational IRA
  • IRA Rollovers
  • Income Planning
  • Defined Benefit Plans
  • Estate Plans
  • Money Management
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Health Insurance
  • Life Insurance
  • Long Term Care Insurance