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Planning for Social Security

Protect Your Future and Empower Your Retirement.

We offer services to best suit your needs in determining the right decision for you, while maximizing your benefits and minimizing your tax.

  • Determine Eligible Filing Strategies

  • Benefit Analysis and Considerations

  • Coordinate Filing Strategy with Other Assets

  • Optimize Sequence of Retirement Withdrawals

  • Education of Rules and Impacts to Your Benefits

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Discover How We Work

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1011 Poyntz Ave, Manhattan, KS 66502

(785) 537-0366

laura.warta@keatinginc.com

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Pisces Wealth Team, Keating & Associates, and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. FINRA’s Broker Check. Investment advisory services offered through Keating Financial Advisory Services, Inc., a Registered Investment Adviser and Raymond James Financial Services Advisors, Inc. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an unaffiliated broker-dealer.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. All investment strategies have the potential for profit or loss. Raymond James’ Privacy Policy may be found here. Raymond James Financial Services, any Raymond James Financial Advisor, Pisces Wealth Team, nor Keating Financial Advisory Services renders advice on tax issues. These matters should be discussed with the appropriate professional. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s user and/or members. Please click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

RJ Legal Disclosure. Links are being provided for information purposes only.  Terms of Conditions | Privacy Policy

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