Business owners share a unique predicament. Along with planning for their family’s financial independence and future retirement, they also must look out for their business and their employees. It can be a lot of work that is overwhelming and oftentimes confusing.
This is where Key Wealth Partners, LLC comes in. As a business owner myself with years of entrepreneurial experience and financial planning knowledge, I want to serve as your go-to financial partner, guide, teacher, and advisor.
What We Provide
As an independent firm, we offer a comprehensive menu of services, including wealth management, retirement planning, financial planning, and corporate services. But our greatest service of all is helping our clients achieve confidence. We want our clients to feel confident that every dimension of their financial life is secure and that they are on track to achieve their biggest goals.
How do we instill this confidence? Through our hands-on approach. We have identified and combined the best practices, best processes, prudent investment management, and financial planning principles that are available. These provide a wealth management process that is transparent and help the client know that we serve their best interests.
We focus on each client individually. We take the time to learn about their values, goals, and objectives by asking tough, personal questions. You are more than just a number on a spreadsheet or an investment figure. You are someone with hopes, wants, and dreams, and we want to help you accomplish them.
Through our process, we seek to ensure that you understand the reasoning behind our recommendations and that your questions are answered. Our hope is to build an ongoing relationship with you and your family that will continue for generations.
The Benefit of Working with Us
One of the unique things about us is our business model. As a Registered Investment Advisor, we are required by law to act in the client’s best interest at all times. We believe in complete transparency. This means that fees are discussed and presented upfront, our advice is objective, and our recommendations are unbiased. We don’t work on commission, so we don’t have any incentives to sell particular products. You are unique, and your investment and financial strategies should be, too.
All of these elements make up the “fiduciary duty,” which falls under a much higher standard of care than the conventional “suitability standard” that most firms are subject to.
Through our services and high level of attention, we want to provide you with more than a financial strategy or retirement plan for your business. We also aim to provide you peace of mind that your goals and values are heard and that we will do our best to help you attain them.
Take the First Step
If you’re ready for a new type of relationship with a financial advisor, I encourage you to reach out to Key Wealth Partners, LLC. Now is as good a time as ever to take the first step. We offer a no-strings-attached, no-pressure “Get Acquainted” meeting free of charge. We can chat about your questions and goals and see if we may be a good fit for each other. To schedule, give me a call at (717) 283-4186 or email me at email@example.com.
David Niggel, CFP®, ChFC®, AIF® is the founder and president of Key Wealth Partners, LLC, an independent wealth management firm serving individuals, families, and business owners. Along with over a decade of financial services experience, he has advanced knowledge and training in providing holistic financial planning with fiduciary and ethical care, holding the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Accredited Investment Fiduciary® certifications. With hands-on entrepreneurial experience, he has the unique ability to help clients meet both their individual and business goals. Based in Lancaster, he serves clients through the York, Harrisburg, Hershey, and Central, Pennsylvania areas. Learn more by visiting www.keywealthpartners.com or connecting with David on LinkedIn.