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Keaney Financial Services
FINANCIAL SERVICES CORP
-Ernesto Keaney
WE WORK WITH
Individuals, Corporations, and Non-Pro t Organizations with investable assets of $1,000,000+
WHAT WE DO
Wealth management strategies for individuals, families, and non-pro t organizations.
Wealth analytics & solutions combined with personalized estate & nancial planning. We have a strong focus on risk management, tax-ef ciency, and philanthropy management. We have strategically partnered with institutional managers, attorneys, and tax professionals.
Modern managed investment portfolios that have a strong focus on reducing the max drawdown by using mathematical formulas and mechanical execution strategies
In this modern world, we feel that risk management is needed more than ever. Our strategies offer proprietary risk management portfolios with a focus on delivering consistent returns for medium and long term investors. Ask yourself, What is your current exit strategy when the next market cycle begins?
Of ce: 772-287-8089 Toll-Free: 877-287-8089
Representatives offer products and services using the following business names: Keaney Financial Services Corp.– insurance and nancial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments – Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not af liated with Keaney Financial Services Corp. or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it speci cally directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Group Health Special Open Enrollment Period BUSINESS OWNERS! GET A GROUP HEALTH QUOTE!
OUR CORE VALUES
DEDICATED AVAILABLE OBJECTIVE KNOWLEDGE
We dedicate ourselves to our clients. We are NOT 9-5 advisors
We are impartial & compassionate to our clients
We are quali ed, experienced & pro cient
GROUP HEALTH, EXECUTIVE BONUS, EMPLOYEE RETENTION, & TAX REDUCTION STRATEGIES
• De ned Bene t Plans for Business Owners that can reduce up to $245,000 a year in taxable income per participant • De ned Contribution Plans: 401(K) and Pro t-Sharing Plans • Retain valuable employees through Golden Handcuffs strategies • Personalized Group Health and other Group Bene ts package from top providers
Of ce: 772-287-8089
Toll-Free: 877-287-8089
Representatives offer products and services using the following business names: Keaney Financial Services Corp.– insurance and nancial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments – Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not af liated with Keaney Financial Services Corp. or any other entity mentioned herein. Keaney Financial Services Corp. dba Keaney Corporate Services.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it speci cally directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
