Welcome

Keith B. Mooney
CFP®, CLU®, ChFC®

Tel: 847-382-2600
Fax: 847-382-4143
Email: keith.mooney@lpl.com

To access your LPL accounts please visit: www.lplaccountview.com

OUR MISSION STATEMENT

Trustworthy
Knowledgeable
Innovative
Responsive

*To build strong relationships

*To provide financial advice

*To develop unbiased financial strategies

*To keep clients current and informed


WHO WE ARE

Planning for your financial well-being presents both challenges and opportunities. Now more than ever, we believe it takes patience, diligence and an understanding of the financial markets to be successful. We consider ourselves financial planning educators and high net worth advisors to a client base consisting of small business owners, professionals and their families. Together we analyze, design, and implement programs to help meet our clients unique needs and objectives.

We assist our clients by offering comprehensive financial planning, investment management, estate and conservation strategies. Providing objective advice and guidance, tailoring programs to our clients needs, and offering quality products make it possible to help protect our clients' personal, business, and financial well-being.


SERVICES

Keith Mooney, through LPL Financial, offers a full range of services to assist you in meeting your financial needs and objectives.

Comprehensive Financial Planning
-Net worth analysis
-Multi-year income and expense cash-flow projection
-Investment mix analysis
-Risk management: long-term care insurance, and survivor needs
-Education funding analysis
-Retirement planning


Investment Management
-Mutual Funds, Stocks, Bonds, Annuities
-Private Portfolio Management Services
-IRA & Roth IRA Services

Risk Management
-Life Insurance
-Long Term Care Insurance




Corporate Benefit Planning
-Retirement plan analysis: which one fits (401K, SEP, SIMPLE, Etc.)

-Executive Planning: Deferred Compensation, Life
-Onsite Employee Retirement Planning

Brokerage Capabilities for Corporate Benefits
-401k, 403B, SEP, SIMPLE, 457, Etc

-Life Insurance, Long-term Care Insurance, etc.

Financial Education Seminars
-Work-site Seminars
-Public Seminars



OUR COMPETITIVE ADVANTAGE

In our opinion, your personal financial plan is your foundation for wise decision-making. Fully understanding your needs, goals, and lifestyle should be an essential first step on the road to financial confidence. To be effective, the plan must be comprehensive. It should consider opportunities through wise investing, as well as protection. We believe we have the resources and the expertise to carefully evaluate your situation, understand your goals and objectives, and help develop a strategy to achieve those goals and objectives. Our Clients expect us to be educated, committed and resourceful, and we are committed to living up to their expectations. Through the collaborative efforts of investment managers, pension administrators, and insurance underwriters, we bring to the table a degree of depth that we think is difficult to match.

We take our commitment to our clients, their businesses, their practices and their families very seriously. We believe in providing unbiased guidance and services along with quality products, and we welcome the opportunity to give you that same level of personal attention.

Areas of Specialty

• Fee Based Financial Planning
  - Financial Planning
  - Estate Planning
• Fee Based Investment Planning
  - SAM / SAM II, OMP, MWP, PWP, OAP