When delving into the realm of homeownership, it’s natural to focus on the upfront expenses like the home price and mortgage payments. However, overlooking the hidden costs can have significant…
Saving for college can be a significant financial challenge for many families. However, recent updates to the Free Application for Federal Student Aid (FAFSA) have introduced a new opportunity known…
As our lives become increasingly interconnected with technology, it’s essential to consider how your digital assets will be managed after your passing. Estate planning strategies have traditionally focused on physical…
As investors approach retirement, their focus shifts from accumulating wealth to generating income. But how do you aim to ensure your money lasts through retirement, especially if you’re living longer…
As you plan for retirement, it’s essential to consider not only your financial independence but also your healthcare needs. At Keel Financial Partners, we understand the importance of navigating healthcare…
Planning for your child’s education is an essential part of preparing for their future. At Keel Financial Partners, we understand the importance of education planning and strive to provide our…
While it may be a topic that many people prefer to avoid, planning for one’s eventual passing is an essential aspect of comprehensive financial and personal well-being. Facing the reality…
At Keel Financial, we believe that financial literacy is the cornerstone of a successful financial journey. It empowers individuals to make informed decisions, seek to build wealth, and pursue financial…
Starting a business can be an exhilarating journey filled with immense opportunities and countless challenges. For an aspiring entrepreneur, we believe can be crucial to lay a solid foundation through…
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Advisory Group, LLC, a Registered Investment Advisor.
Keel Financial Partners and Winthrop Advisory Group, LLC are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CA Insurance License Information: David Moretsky | Domicile: WA | 10900 NE 4th St, STE # 2300, Bellevue, WA 98004 | CA Insurance # 0H44613
© Copyright 2023 Keel Financial. All rights reserved. Website by Outmark
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark,
and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
