Blue Keel Financial Planning, LLC

Blue Keel helps small business owners, entrepreneurs and their families articulate needs, establish objectives and reach financial goals using an innovative planning process and tailor-made portfolio recommendations. Using effective cash flow planning methodologies, Blue Keel can help to prepare clients for the unpredictable or project-based income streams they encounter as they build their wealth. Clients benefit from an independent, fee-only advisor with over fifteen years of financial services experience in the areas of accounting, finance and wealth management.