Keen Capital, LLC is a registered investment adviser (RIA) located in Westminster, CO.  Keen Capital, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Keen Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Keen Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Keen Capital, LLC ‘s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Keen Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of Keen Capital, LLC, please contact the state securities regulators for those states in which Keen Capital, LLC maintains a registration filing.  A copy of Keen Capital, LLC’s current written disclosure statement discussing Keen Capital, LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Keen Capital, LLC upon written request.  Keen Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Keen Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Keen Capital, LLC, 2830 Ranch Reserve Lane, Westminster, CO 80234 | info@keencapital.net

 

WHAT WE DO

Planning Areas

Retirement Planning

How much should we be putting away for retirement? How do we know if we are saving enough?

Retirement Income Strategies

What's the most tax-efficient retirement income strategy? How do we maintain our way of life now that we are about to retire? 

Estate Planning

We would like to leave what we can to our children and grandchildren, what do we need in place to be sure our wishes are communicated and carried out?

Tax Planning

How can we reduce our tax burden each year? What are some tax strategies we can employ?

Investments

How should we be investing our money? We're not big risk takers but we don't want to be too conservative.

Asset Protection

Now that we're retiring, what's the best way to protect what we've saved?  We don't want to risk running out of money. 

Cash Flow & Budget Management

How can we increase our savings and stay within our budget?

Education Funding & Financial Aid

What's the best way to fund the kids' college education? What financial aid is available to us? 

Insurance/Risk Exposure

Will my family be protected if something happens to me? What if I am unable to work? How will we make ends meet?

Charitable Giving

We would like to leave something substantial to several charities, can we begin to give now or should we wait and pass it on through our estate?

Special Needs Planning

We have a special needs child, how will we financially provide for her if we are not there to do so?  

Business Succession Planning

Now that it's time to retire, how do I transition out of my business so that it will provide for my family and me?