...because it feels really good to know where you're going.
McKeel Capital Management is a financial fiduciary, putting our clients first. We provide the service our clients need, even if it doesn't change our bottom line.
Because we are not employees of a specific company, we have access to limitless investment opportunities; including private equity, real estate, structured products, as well as traditional stocks, bonds, mutual funds, and ETFs.
Because every journey begins with a well-defined roadmap. With over 40 years of combined experience in financial planning, estate, tax, goal/retirement planning, and protection planning, we are highly qualified to coordinate all aspects of your financial life.
We utilize a CORE & Explore strategy designed around your objectives, time-frames and risk tolerances. The CORE portfolio is designed to withstand unforeseen market movements and moderates risk. The Explore aspect is designed to create opportunity in areas with higher potential return.