Keith L. Deane, CFP, CRC, AIF

Retirement Specialist and Co-Owner

 

Having worked in the Wealth Management and Investment Advisory industries for two decades, Keith is an expert in the areas of Wealth Accumulation, Retirement Income Planning, and Investment Management. He works with individuals, families, retirees, and small businesses to implement tailored financial planning strategies.  His passion is for listening to client needs, structuring detailed courses of action, and explaining them in ways that make sense.

 

Keith holds degrees in both Finance and Financial Planning from the University of Georgia. He is credentialed as a Certified Financial Planner (CFP); a Certified Retirement Counselor (CRC); an Accredited Investment Fiduciary (AIF);  a NAPFA registered Financial Advisor (Fee-Only Advisor). Additionally, he is a member of the Financial Planning Association (FPA) and the National Association of Plan Advisors (NAPA). His knowledge of all these disciplines is utilized when helping his clients achieve financial peace of mind and the freedom to enjoy life.