Paul Hefferon, Cfp® Email & Phone Number

After working with hundreds of engineers over the years...we can say with confidence that our engineering clients appreciate systems and calculated risks just as much as we do.Just how engineers design a bridge or structure that stands the test of time against the elements...the same needs to be applied to your financial structure.Elements like...Market correctionsPolitical administration changesTax hikesSocial unrest...can make your financial structure crumble to the ground...if you don't have the proper foundation.So, we designed the system to fit the specific needs of an engineer who doesn't want to split test advisors.Introducing the Keen Wealth Advantage™... that is centered around one simple mission: to help clients engineer the retirement of their dreams.We start by implementing a 3-Step process:First, we evaluate your assets and liabilitiesSecond, we calculate your present and future spending habitsThird, we roadmap your retirement timing with specific outcomesEngineers are wired to process information in greater depths than the average person. We pride ourselves on providing a level of excellence and attention to detail that engineers appreciate.Additionally, we limit client capacity to help ensure we can dedicate the time and resources necessary to make a lasting impact on every client’s life.So, if you are an engineer and are looking for guidance to help you engineer your retirement plan like a well-structured skyscraper or bridge...then I invite you to leave me a note and let's see if the Keen Wealth Advantage™ is your solution to building the retirement of your dreams.While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Keen Wealth Advisors is strictly forbidden under current securities laws. Also, we do not endorse or necessarily share the same opinions expressed by other site users. Third-party rankings and recognitions are no guarantee of future investment results and should not be construed as an endorsement of the advisor. No advice may be rendered by the company unless a client service agreement is in place. For additional disclosures please visit https://www.keenwealthadvisors.com/important-disclosures.

Listed skills include Public Speaking, Leadership, Customer Service, Social Media, and 19 others.

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  The University Of Kansas

  Marketing