Keats, Connelly & Associates is a financial planning firm with offices in Phoenix, Arizona and West Palm Beach, Florida. We specialize in managing the complexities of accumulated wealth and U.S. / Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all your financial records and accounts.
Our Fee-Only* compensation model enables us to maintain our philosophy of promoting our clients' best interests at all times while avoiding any potential conflict of interest with commissions.
What's New
| 4/9/2008 | Keats, Connelly and Associates Opens Naples, Florida Office |
| 3/3/2008 | Santina M. Michel Named Associate Planner |
| 2/29/2008 | Leslie J. Hamilton Joins Keats, Connelly and Associates |
*Fee-Only financial planning firms are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.
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The Border Guide
9th Edition to Hit Bookstores - July 2008
Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.Upcoming Workshops
Learn about strategies for Cross-Border Living
No workshops are currently scheduled. Please check again soon as we will be scheduling new workshops soon. Find a Workshop Near You