Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. Through our partnership with Gregg Keele CFP®, CRPC®, CDFA®, CLTC® and his financial planning team, we help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning. Gregg is a certified financial advisor with Acuitas Financial Group, a private wealth advisory practice of Ameriprise Financial Services Inc., with over 21 years of experience. Gregg and his team offers all of our clients a complimentary initial consultation.