Estate and Retirement Strategies

This web site is operated by a Registered Representative associated with Osaic Wealth, Inc., a registered Broker/Dealer, member FINRA/SIPC. The web site owner, Timothy D. Keefe is registered to discuss with or offer investment & financial services & products only to residents of the states within which he is registered. Securities related services may not be provided to individuals residing in any other state. Timothy D. Keefe is registered in Arizona, California and Indiana. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither Timothy D. Keefe nor Osaic Wealth, Inc. makes any guarantee as to the accuracy or completeness of this information.

Timothy D. Keefe is Managing Member of Legacy Solutions, Inc. and strongly advocates comprehensive asset management strategies for his clients. This usually begins with a thorough review of estate planning issues and completion of appropriate estate planning documents. Then the other areas of investment planning, risk management planning, and tax reduction strategies are addressed.