CONTINUUM WEALTH MANAGEMENT™ SERVICE
Comprehensive financial planning that:
 Helps bring reality to your lifelong financial dreams
Defines who you are and where you are financially
Incorporates our Investment Management Service
Coordinates investments, insurance, and estate planning
Focuses on current and future taxation
Reflects your changing life and aspirations
Includes a written Strategic Financial Plan – updated annually
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INVESTMENT MANAGEMENT SERVICE
Investment management customized to:
Match your risk tolerance with your portfolio risk level
Evaluate investment tax planning consequences
Identify target investment returns over a full market cycle
Optimize asset allocation and diversification opportunities
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TAX-QUALIFIED PLAN SERVICE
For our Clients who are business owners:
Coordinate Trustee role and fiduciary responsibilities
Review investment options and performance
Evaluate plan administration and employee communications
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Keefe & Associates, Inc. Continuum Wealth Management™ Service and fee-based Investment Management Service are provided under the auspices of Resource Investment Architects, Inc. (RIA), our registered investment advisor. RIA is located in Petaluma, CA, and registered with the Securities and Exchange Commission (SEC). John E. Keefe is an advisory associate of RIA.
All Keefe & Associates, Inc. Broker/Dealer services are provided under the auspices of Investment Architects, Inc. (IAI), our Broker/Dealer. IAI is located in Petaluma, CA, and is a member firm of the National Association of Securities Dealers (NASD) and of the Securities Investor Protection Corporation (SIPC). John E. Keefe is a registered representative of IAI.
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