Wealth Management To Protect Your Future
"Most Firms Are Interested In Your Money. We're Interested In Your Story."
Wealth Management Planning
Changes Everything
Financial planning is a set of behaviors consistently applied, a means to add predictability to our lives. Many people put this important task off for years. We understand that dealing with finances, the future, and ensuring your family is protected under any circumstances is stressful for most people. When you call our team at Keats Group LLC, you'll speak with a financial advisory team to ensure you get the best financial planning possible without all the stress. If you're ready to get started, call us today for free information about how we can help.
Escape The Confusion
With Financial Advisory
Just about everywhere you look, ads, articles and blogs, cable personalities, and loyal CPAs ̶ reputable people will recommend you allocate your money, assets, and business capital in a certain way to strike a healthy balance of good returns and protection of your assets. Or to create and manage your own plan. For just about every point made, the next voice presents a persuasive counter-argument.
Thankfully, there's good news. With our team at Keats Group LLC, you'll be getting a better connection to your investments, a deep team bound to a standard of service, transparency about investment decisions and fees, and meaningful money-emotional dialogue. Escape all the noise. Contact us today to talk about how we can help you become more financially free.
Grow Your Wealth
With Our Careful Business Planning
Equities and bonds are investments. So is your business, and if you're an entrepreneur, it's very likely to be your largest investment and financial risk. Good business planning is more likely to preserve and accrete wealth than any other part of your plan. When you hire our team at Keats Group LLC, you're getting a team of advisors who can help you down the right path towards financial freedom.
Making Sure Your
Investments Are Managed
Our team at Keats Group LLC manages investments balanced for your risk ability, goals, and most importantly, they are managed by emotionally intelligent people with deep resources. Don't deal with a team that'll make bad calls. Contact us at Keats Group LLC to learn more about how we can get you the investment management you deserve.
Our Financial
Analysis Offerings
Keats Group LLC offers several types of introductory financial analysis sessions. Subjects covered include:
- Retirement Income "Compass" Report
- Investment Portfolio Review
- Social Security Maximization
- Business Succession Check-Up
- Insurance Policy Review
Offering Assistance
With Financial Planning
Our team assists with financial planning, including a written retirement income plan, asset protection, tax positioning, and estate planning issues. It helps determine where and when to invest, when and how to draw money when it's needed, and how to manage life events without you carrying all of the burdens, time, and worries of managing your own financial affairs. Enter a more stress-free life by having a team of professionals protect your money today.
We're The Experts At
Working With Dual Income Families
We serve a lot of very capable dual-income families, business owners, and executives who want to manage their own assets. These folks have full access to our team's expertise and guidance whenever they need it — for asset protection planning, business succession planning, business valuation, family and business insurance protection, key person compensation planning, or maybe questions about inheriting a 401k or IRA account.
Contact Us Today
Planning Changes Everything. Let's meet. One of us might decide it's not a good fit, or we might decide to do business together. Either way, we both learn. If you have questions or would like information about a specific topic, contact us – we'll gladly provide it.
Contact Us
Wealth Management FAQs
Here are answers to some of our most common questions. Feel free to contact us if you need any help.
Contact Information
Phone:
E-mail:
Site Links
Our Office
8955 33rd St. N., Lake Elmo, MN, 55042
Financial planning and investment advisory services are offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Sequent Planning is wholly owned subsidiary of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.
This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.
Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.
Keats Group LLC and Rexford Cattanach, Independent Insurance Agent, may recommend insurance products and tax planning as part of a comprehensive financial plan but do not render tax, accounting, or legal advice. Clients are advised to seek experienced counsel from tax and legal advisors.