All Posts by

B. Kelly Keydel, CFP®, MBA, CDFA®

Kelly is a managing director and advisor in our Seattle office.
long term care

4 Common Questions About Long-Term Care

A client of mine has been dealing with her aging father and his cognitive decline over the past few years. ...


Retirement Checklist: Planning Today for the Tomorrow You Deserve

 “Planning is bringing the future into the present so that you can do something about it now.”  – Alan Lakein ...