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Your Experience

Our proven process is founded on 5 key stages. Each step will build a foundation financial soundness and strengthen the relationship with you and our team.

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#1

Establish 

We gather information about you, your goals, dreams, values, and your current situation. As well as sharing about us and our in-depth process.

#2

Analyze

We analyze your financial situation and gather necessary information and documentation. We will guide you through our system and services.

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#3

Develop

Next, we will present your options and develop a unique financial plan to help reach your individual goals.

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#4

Implement

We will then help you implement your plan into your everyday life and adjust the plan as life changes occur.

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#5

Grow

Finally, we will build, maintain, and grow in our collaborative relationship and financial plan and meet regularly to adjust to your needs.

Let Us Run the Numbers

Feeling overwhelmed by your financial situation? Our team is ready to take the first step for you.

Accountant
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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.

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