Schedule Appointment: 417-326-4460

Call Us Today! 417-326-4460

A Wide Range of Financial Services Under One Roof

Financial Planning

Financial planning is about so much more than saving money. It is about creating strategies and utilizing resources to your advantage, to help you reach those short-term and long-term financial goals. At Keeling Financial Services, we are proud to help our clients in Bolivar, MO and the surrounding areas achieve these goals by working closely with them and creating customized financial plans.

SCHEDULE APPOINTMENT

}

OFFICE HOURS

Monday – Friday
9:00 AM – 4:30 PM

OFFICE LOCATION

180 Davis Dr
Bolivar, MO 65613

Our Financial Planning Services Include, but are Not Limited to:

Investment
Planning

Navigating the investment market can be tricky, but with our financial planners on your side, you are in a great position to make beneficial decisions. With our knowledge of the market, we will guide you in creating a strategy that works with your unique financial situation and aligns with your goals.

Retirement
Planning

No matter your retirement plans, our team will help ensure you have the savings to support those plans. Are you looking to travel? To move into a new home? To have enough saved to transfer to your children and grandchildren? We work with you to determine your goals and expectations, creating a customized strategy so you can enjoy a comfortable retirement.

College
Planning

College is a huge investment. If you are interested in creating a college fund for your child, it is important to have guidance on how much you should be putting away and how the student-loan system works. Our team can help you in saving for your child’s education, so they are in the best possible position to be able to afford that dream school.

Estate
Planning

Creating an estate plan ensures that your family will be protected financially in the event of your passing. That is why it is never too early or too late to begin planning your estate. Our team can help you with planning the future distribution of your assets so you know your wishes will be fulfilled.

Life Insurance

By investing in life insurance, you can help protect your loved ones in the case of your death by ensuring your income will be replaced. Our team can help you navigate different life insurance policies and choose the one that is best for your unique situation.

For more information about our financial planning services, or to schedule an appointment, contact us today at 417-326-4460.

We look forward to working with you!

Keeling Financial Services

CALL US

FAX US

417-777-7111

VISIT US

Keeling Financial Services
180 Davis Dr
Bolivar, MO 65613

}

OFFICE HOURS

Monday – Friday
9:00 AM – 4:30 PM