Home | Scott Kehoe CLU, ChFC

Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Finding solace in times of crisis

Watch Joleen's journey to find comfort in times of crisis

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Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Meet Our Team

Andrew Kehoe

Financial Advisor

James A. Violette, CLU, ChFC, LUTCF

Financial Advisor

Scott A. Kehoe, CLU, ChFC

Financial Advisor

Download our Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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