William (Bill) Keith is President and CEO of Keith Wealth Advisors. With over 30 years as a Financial Advisor, Bill works closely with individuals, families, business owners, and not-for-profit organizations to provide comprehensive financial plans to ensure clients meet their unique financial goals.
Bill uses an in-depth assessment of each of his client’s current assets, liabilities, and insurance policies to determine what their future needs and goals are and how to achieve them.
While Bill specializes in pre-retirement planning as well as income and asset planning into and through retirement, other areas of focus include ensuring clients have an estate plan in place, conservative asset management, life insurance and long-term insurance are reviewed.
Bill currently holds securities licenses Series 7, 24, 63, 66, through American Independent Securities Group. He also holds Oregon Health and Life Insurance licenses.