Our Services
Our goal is to provide superior service with the utmost integrity and confidentiality, while preserving capital and achieving long-term growth.
BUSINESS METHODOLOGY: Specialized in wealth management for individuals and institutions. Seven dedicated professionals with experience in:
- Investment management
- Corporate and personal financing options
- Corporate cash management
- Employee stock option exercise
- Investment planning
- Estate planning*
- Custodial services
- Trust services*
- Insurance evaluation**
- Retirement planning
- Charitable strategies
*Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation. Wachovia Securities Financial Network and Keator Group, LLC. do not provide tax or legal advice. Please consult with your tax advisor before taking any action that may have tax consequences.
**Insurance products are offered through non-bank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. Wachovia Securities Financial Network, LLC is a separate non-bank affiliate of Wachovia Corporation.
COMMITTED TO YOUR GOALS: We prosper by helping you prosper. That simple fact is at the center of everything we do. Keator Group, LLC. strives to provide the service and sound financial advice that allows you to be a more educated investor. We welcome the challenge of helping you reach your financial goals. We look forward to helping you for many years to come. "A family working for families offering generational solutions."
Professional Advice and Services: When you look for a financial advisor, we believe you should look for:
- confidentiality
- a person who’s concerned about your financial welfare;
- a good listener—someone who will take time to get to know you and understand your financial objectives and needs;
- a professional who has the knowledge and resources to help you grow over the years;
- a member of your team who will work with your accountant, lawyer, and other professional advisors as needed—to bring you a comprehensive, well-thought-out plan for long-term growth.
Keator Group, LLC. is trained, qualified, and ready to help you take control of your financial future. In selecting us, we realize you’ve chosen us over scores of alternatives in a highly competitive industry. We’ll work hard to continue to earn your trust each time we serve you.
A FULL RANGE OF PRODUCTS AND SERVICES Comprehensive Asset Management: An excellent first step in establishing your relationship with us may be setting up an asset-management account. Your account includes:
- a choice of professionally managed portfolios; *
- automatic reinvestment of interest, dividends, and other cash balances into the portfolio you select;
- a comprehensive account statement for your cash and/or securities;
- convenient check-writing and ATM access;
- overdraft protection and a Private Credit Line
- Direct Deposit—automatic deposit of your paycheck (or government checks like Social Security) in your account via electronic funds transfer; and
- an Automatic Payment feature—monthly debits for payments like mortgages, insurance drafts, and car payments.
- Internet access to account information
*Professional money management may not be suitable for all investors.
STOCKS If you’re interested in long-term growth potential, part of your portfolio may be devoted to an investment that historically has produced such growth -- common stocks.* To help achieve this growth, our investment research service includes Wachovia Securities original research on hundreds of companies and recommendations from several affiliated research correspondents. This combination of resources gives us access to a large number of Institutional Investor analysts.
*As with all investments, past performance is no guarantee of future results.
INVESTMENT STRATEGY AND EQUITY SERVICES Wachovia Securities nationally known Chief Investment Strategist Bill O'Grady provides analysis and commentary on the economy, the stock and bond markets, and stock-market sectors. As a client of Keator Group, LLC. you can read Bill's comments each month along with his weekly comments on our firm’s World Wide Web site, www.wachoviasec.com.
About Keator Group, LLC.: We offer a full range of financial programs and choices to assist business owners, executives, and corporations — including:
- Personal investment portfolios;
- Estate planning for executives;
- Rule 144 sales of restricted and control stock;
- Stock-option exercise and sale programs;
- Corporate cash management;
- Corporate stock repurchase programs;
- Retirement plans:- Traditional, Roth, and Roth Conversion IRAs; - SEP-IRAs; - Pension and profit-sharing plans; - 401(k) plans; - Money-purchase pension plans; - Defined-benefit plans; - Evaluating existing plans; - Working with you and your advisors in designing and implementing new plans;
- Key-person and other life insurance programs*;
- Funding for buy-sell insurance agreements*;
- Investment advice on proceeds from sale of business; and
- Corporate finance services (for mature, profitable middle-market companies).
*Insurance products are offered through non-bank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. Wachovia Securities Financial Network, LLC is a separate non-bank affiliate of Wachovia Corporation.
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