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
KEB Named Springfield Business Journal’s Best Place to Work
We are pleased to announce that we have won the title of Best Place to Work in the Springfield area by the Springfield Business Journal. Way to go team! Check us out on Page 6!
Employee Spotlight – Nate Brauer
Meet Nate Brauer! Nate joined KEB in 2021 where he is part of the audit staff. Nate was inspired to pursue a career in accounting after taking two accounting classes at Auburn High School. These classes were his favorite leading him to seek a bachelor’s degree in accounting and a second bachelor’s degree in finance
Consequences of Filing Married Filing Separate
Married taxpayers generally have the option to file a joint tax return or separate returns, a filing status commonly referred to as married filing separate (MFS). If you are married and you and your spouse are filing separate returns, or are considering doing so, you should read this article before making that decision. Depending on
