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
Getting Organized for Tax Season: What to Gather and When to Send It
As we move into tax season, one of the most helpful things you can do is get organized early. Providing complete and timely information allows our team to prepare your return efficiently, minimize follow-up questions, and ensure nothing is overlooked. A little preparation now can make the overall process much smoother. Start Early and Send
Employee Spotlight: Welcoming Our 2026 Interns
At KEB, internship season is a valued part of our firm’s culture. It represents our ongoing commitment to developing future accounting professionals while strengthening our team during one of the busiest times of the year. We’re pleased to introduce this year’s KEB interns and recognize the talented individuals contributing across our offices this season. Springfield
Big Changes for Pension Catch-up Contributions
Individuals age 50 and over can make additional annual "catch-up" contributions to salary reduction plans including 401(k) Deferred Compensation plans, 403(b) TSA plans, 457(b) Government plans and SIMPLE plans. Age 50+ Catch-ups: For 401(k), 403(b) and 457(b) plans, the age 50 and over catch-up contributions, for plans that offer them, has been $7,500 for years
