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Wealth Management for
Business Owners.

Work Towards Your Financial Goals.

As a CEO, you want spend on more on your team and less on taxes, you want to diversify your wealth without hindering the vision of your business. And you probably know that your business will one day work without you, and want to make sure that transition is set up wisely and avoids the costly mistakes you’ve seen others make. We help you set your strategy, order the priorities and make it happen.

Financial Planning for Businesses.

Estate Planning for Business Succession.

You may be concerned about getting burned in taxes as you transfer your wealth. That’s why we’ve spent years studying estate tax law and its various changes, so we can help you build plans for a tax-efficient retirement and legacy.

Buy-Sell Planning & Succession Strategies.

One of your biggest assets is your business. Whether you want to sell it or just need a plan in place in case you walk in front of a bus, we help you build the infrastructure that supports its long-term growth when you’re there and after you’ve gone.

Retirement Plans & Management.

We take the complexity of retirement plan administration, streamline it, and help you focus your attention on your business while we help your team save for their future.

Need Answers on Where to Start?
Key Employee Retention.

You want to reward everyone, but especially those who have made themselves critical to the long-term success of the business. We help you do that.

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(785) 537-0366

1011 Poyntz Ave
Manhattan, KS 66502

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Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates, Keating Financial Advisory Services, Inc., and The Weddle Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRASIPC. You should discuss any tax or legal matters with the appropriate professional.

 

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. Contact your local Raymond James office for information and availability.

 

Links are being provided for informational purposes only. 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 users and/or members. Raymond James Privacy Notice.

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Please click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

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