Broker Check

Atlanta Office:
2900 Paces Ferry Road
Suite B-104
Atlanta, Georgia 30339

Athens Office:
367 Prince Avenue
Suite 3-L Bottleworks
Athens, Georgia 30601
(706) 395-6382

Keeble Financial Advisors

770-433-3030

 
Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A
Agent Photo

Your Financial Future

In consideration of today’s economic environment, there seems to be more serious questions than answers and more uncertainty than security. You cannot control the market and economic conditions, but you can be proactive in how you respond to such challenges. 

We can help you address the following areas:

  • Financial Planning
  • Asset & Liability Matching
  • Legacy Planning
  • Stewardship Management   

Our Mission is Good Stewardship. The activities above are what we do. Our role is to encourage individuals, families and organizations to become more proactive in addressing these areas of their financial world. Everyone has a plan whether they acknowledge it or not. A proactive plan is designed to meet the personal goals and objectives which are the most meaningful and which are from the heart. The other type of planning is a “lack of planning” in which the outcome is uncertain, unexpected and often detrimental with respect to what is truly important to the individual and their resources.

Everyone has investments, perhaps a retirement plan, and some life insurance. Some people even have disability insurance. Fewer individuals have an updated will or estate plan. 

Think about it. What are your priorities? Your calendar and checkbook will reveal what is truly important to you. The question is whether you are, financially, being proactive or are you only reacting to the events and situations around you?

We would like to help. If you would like to explore how you can better align your financial plans with your values and long term goals for you and your family, please contact us.

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Should I Invest In REITs?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow