Our services

Keowee Financial Group provides clients with holistic financial planning that encompass a number of areas, including wealth management, retirement planning, insurance products, tax strategies, and generational wealth transfer.

Our Investment Services

Wealth Management

Fee-based investment management services that are customized for your needs today, as well as your future. Our goal is to manage the risk you’re taking in your investment portfolio with your suitability – risk tolerance, objectives, time horizon, and need for income.

Retirement Planning

Retirement planning refers to financial strategies for savings, investments, and ultimately distributing money as income meant to sustain oneself during retirement. Optimizing risk/return of investment vehicles, such as individual retirement accounts (IRAs) and 401(k)s, that allow retirement savers to grow their money with certain tax advantages.

Insurance Solutions

Strategic use of insurance to provide income or protection. Annuities are insurance contracts in which you make a lump-sum payment or series of payments and, in return, receive regular disbursements, beginning either immediately or sometime in the future. Protective insurance might include long-term health care or disability insurance.

Tax Strategies

Wealth management strategies for high net worth individuals that seek to plan for the impact of taxes and maximize after-tax earnings. Strategies may include taking advantage of current year tax laws versus future years, tax loss harvesting, and capital gains deferral/realization.

Wealth Transfer & Legacy Planning

Wealth transfer and legacy planning determines how you will allocate your assets and includes the many activities necessary to confirm that your affairs are in order and that your assets will be directed as you intend. Effective wealth transfer can lessen the likelihood of family conflict, preserve wealth, reduce estate costs, and lower taxes.

Speak With a Financial Advisor

Schedule a quick call with an advisor at no cost and no obligation.