My experience with Keith has been extremely beneficial. Keith helped me successfully set up a tax–effective succession plan for my business, combined with a personal estate and tax plan. As a result of working with Keith, I will be able to retire worry–free. I highly recommend Keith's services to anyone who wants to set up an estate plan.
My experience with Keith has been both in my company with life insurance and company benefits, as well as personally for family estate planning. As a result of working with Keith our company group benefits costs have been reduced while improving our employee benefits. Keith’s recommendations make our company and family financial planning easy.
My experience with Keith has been excellent. Keith helped me successfully wade through complex plans to find the best combination of protection for my needs at the best price. As a result of working with Keith, I have the security I need for myself and my family in the event of a catastrophic occurrence. I would recommend Keith to anyone.