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OUR SERVICES
Investment Management
Customized Investment Strategies
Full Spectrum Investment Platform
Non-Traditional Investment Expertise
Retirement Planning
Retirement Income Strategies
Retirement Investing
Tax Optimization Strategies
Executive Compensation
Equity Award & Deferred Comp Utilization
Tax & Cash Flow Coordination
Investment & Tax Deferral Integration
Tax Planning
Cash Flow Analysis
Proactive Tax Planning
Niche Tax Strategies
Estate Planning
Wills/Power of Attorney/Health Care Directive
Gifting Strategies/Philanthropic
Estate Tax & Asset Protection
Insurance Analysis
Annuities
Life Insurance
Health/Disability/Long-Term Care/Liability
Integrated Wealth Management - Adding Alpha
Keen Capital's integrated wealth management process, of which investment management is an important component, adds a significant amount of quantitative and qualitative economic benefit (Alpha) for our clients.
The Complete Financial Picture
Keen Capital works with your other financial professionals and providers to coordinate your wealth
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