Keen Wealth Advisors

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Henderson Engineers Puts People First with New ESOP

At Keen Wealth Advisors we understand that like any engineering project, building a secure retirement is a big and long-lasting task. A mistake made at any stage of the process has the potential to endanger the structural integrity of the retirement plan. That is why, inspired by the approach taken by our engineering clients, we apply a similar discipline as we help engineers on the path toward achieving their retirement dreams. We consider the unique challenges faced by engineers, such as a heavy concentration in an employer’s ESOP and the looming potential of temporary layoffs, as we develop a personalized plan that incorporates personal spending, saving, and investing. We measure and remeasure. We make adjustments as the situation evolves. We incorporate a wide range of details and monitor them to ensure they are all working together to achieve the final goal. At all times, we remain focused on the ultimate objective – helping our clients achieve their ideal retirement. Our approach to planning for engineers is process-oriented with specific steps and measurable outcomes.

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