that you can focus on
and knowledgeable service is essential
to making the client feel “Key”.
benefits of becoming an
advisor with Key Client
clients to select the
right type of accounts,
appropriate and timely
investments for them.
Combined 70 years
We're a group of professional
Key Client Fiduciary Advisors, LLC is an independent, full-service investment planning practice that acts as a fiduciary by providing clients with completely unbiased solutions that are in their best interests. We are a Registered Investment Advisor with the SEC, offering all types of investment and planning services.
Portfolio & Wealth Management
In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual utilizing a variety of investment and savings products. Each portfolio is managed and monitored according to one’s specific financial goals, investment objectives and risk tolerance.
A financial plan is a comprehensive evaluation of an individual’s current income and future financial state by using current known variables to predict future income, asset values and withdrawal plans. We build financial plans for clients which often cover savings and cash flow management, retirement funding, investment planning, risk management, insurance planning, efficient tax planning, estate planning and business succession planning.
Corporate Retirement and Benefit Services
An appropriate corporate retirement and benefit package is crucial for companies in attracting and retaining key employees. We help corporations establish custom retirement and benefit programs for their employees. These include 401k, cash balance pension, and executive bonus plans as well as health benefit packages.
Education and Estate Planning
Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.
Insurance is an important element of any sound financial plan. Different kinds of insurance help to protect you and your loved ones against the cost of accidents, illness, disability, and death. Insurance can also be an important component of estate and tax planning. We also provide all types of business insurance to corporate clients.
Individual Retirement Planning
There are a variety of retirement planning options that can help meet your savings goals. Your employer funds some; you fund some. We will help you determine which options best suit your specific circumstances and then help you build a plan to properly fund and invest to reach your goals.
Request a Consultation
We hope you find our website to be a useful tool in getting to know who we are and how we can help you. Please feel comfortable in contacting us on any investment or planning matter and we will promptly respond.