Lisa Heins My husband and I were looking for a fee-based CFA/CFP, who could help us thoroughly vet out our plan for early retirement. I have a decent grasp on important elements of financial planning and finance as a whole and my husband, most would agree, has a very high level of acumen in these areas. That said, we wanted a professional to guide us through the process and help build my confidence that the plan we were working was on course and relatively fail proof. We were fortunate to get a referral to Keel Financial Partners from our neighbor who owns her own CPA firm. We utilized them for planning around retirement, tax planning, cash flow, and asset allocation, among other areas. Aimee and her trusted partner Amber were exactly what we needed and more. First, I can not express enough how much confidence they instilled in us. We dove into a plethora of topics throughout our planning sessions and Aimee never failed to offer a robust conversation which was educational and informative. In short, she more than knows her stuff. Her recommendations and advise were clear and sound and delivered in a way that makes sometimes complex content to be very accessible. During all exchanges with Aimee and Amber they demonstrated a high level of understanding of our specific estate details, they didn’t miss a beat. Communications with them were seamless and they were both extremely responsive and organized at every step. While we didn’t utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.
5 /5
