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Kehoe Financial Advisors
Thomas P. Keller is a partner at Kehoe Financial Advisors in Cincinnati. Tom joined the firm in 1999 and became partner in 2003. Tom is a graduate of the University of Cincinnati.
Tom specializes in assisting individuals and small businesses in the areas of financial planning and investment, estate, insurance and retirement planning. He enjoys working with clients' CPAs and attorneys to coordinate their financial lives. He is a Registered Representative with Kestra Investment Services, LLC and IAR with Kestra Advisory Services, LLC and a licensed agent with leading life insurance companies across the nation. Tom holds a Series 7 General Securities Representative license, Series 63 Uniform Securities Agent State Law Examination, and a State of Ohio Life, Health and Variable Annuity License.
Tom is involved in local industry and charitable organizations including Donauschwaben Society of Cincinnati, Westwood Kiwanis and St. Jude Church. He also is a former rugby player.
Some tasks are appropriate for do-it-yourselfers, but investing and planning for retirement may not be one of them.
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It's important not to rush big decisions, but here's an outline of tasks that need to be done and where to start.