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

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


West Chester and Liberty Chamber Alliance Member

Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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