Planning for the future is personal. As a trusted team of advisors, we take the time to listen, ask questions, and get to know the person behind the portfolio, from lifelong aspirations to the underlying worries that keep you up at night.
Building on a foundation of understanding, we create a roadmap that addresses your most important questions: Am I saving enough? Will I have enough to retire? Does my portfolio create unnecessary tax consequences that can be avoided?
Working in partnership with our clients, we plan, pivot with life’s changes, and provide expert guidance along the way. We care deeply about our clients and their families, and as fiduciaries, we are legally obligated to put every client’s best interests first.
From simple questions to complex challenges, we’re here to provide peace of mind so you can stop worrying and start enjoying the lifestyle you’ve worked so hard to attain.
⦿ WEALTH MANAGEMENT SERVICE AREAS
⦿ NEWS & INSIGHTS
Employee Spotlight: Blake Pollard
At KEB, our strength comes from experienced professionals who bring knowledge, perspective, and a genuine commitment to the clients and communities we serve. This month, we’re pleased to highlight Blake Pollard, Senior Manager in our Litchfield office. Blake first joined KEB in January 2016. After a brief time away from the firm, he returned in
IRS to Provide Automatic Penalty Relief to Normally Compliant Taxpayers
Most taxpayers don't plan to get hit with an IRS penalty. Usually, it happens because life got in the way: a bill was missed, a return was filed late, or an estimated payment did not get made on time. For years, one of the best forms of relief in that situation was an IRS program
Choosing Between an S Corporation and a C Corporation: It’s About More Than Tax Rates
Many business owners dismiss C corporations almost immediately because they have heard about “double taxation.” That concern is real. It is part of the conversation. But it is rarely the only issue that matters, and it is not always the issue that matters most. The better question is not, “Which entity sounds cheapest this year?”
