Welcome to Kehoe Financial Advisors
 
Best Personal Wealth Managers- Kehoe FinancialKehoe Financial Advisors is an independent financial services firm whose advisors are committed to helping our clients improve their long-term financial success. Our personal approach is designed to help grow, while lessening overall risk to our client's wealth.  Our advisors do this by delivering consistent, dependable service and support. Since being founded in 1982, our
focus is to LISTEN, EDUCATE and GUIDE our clients and the community.

Kehoe Financial Advisors offers a broad array of financial advising and assistance to you personally, or for your business.

Our Financial Services include:

  • Steven Kehoe Speaks on Retirement ConsiderationsPersonal Financial Planning
    • Retirement income plans and sources
    • Estate planning and preservation
    • College savings planning
    • Financial Consultation
    • Asset Accumulation
  • Business Financial Planning
    • Employee benefits plans, resources and strategies
    • Family business plans and strategies for succession
  • Tom Keller Speaks on investing in these marketsFinancial Consultation
    • Life, health and disability insurance advisory and analysis
    • Investment management and advisory
    • Retirement plan consulting
  • Educational Seminars
    • Complimentary to clients and the community, typically offered on a quarterly basis 

We look forward to working with you to help you achieve the financial future you deserve.  


West Chester and Liberty Chamber Alliance Member

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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