Our Process. Your Retirement.

Listen

First and foremost we ask questions to determine what you are looking to achieve out of working with our team. It’s important right out the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you.

Consolidate​

The Leg Work – We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation. Once we understand your goals and your current financial situation we now have a foundation we can build upon. At this point we put our heads together and create a custom plan specific to your personal goals.

Implement

Provided we all agree with the recommendations we will set out to implement accordingly.

Monitor & Adjust

“The only constant is change.” We cannot set it and forget. Goals change, people change, markets change. We will get together regularly and continue to refine and reassess the plan.​

Where Are You In Life?

Jump Start Your Future

We can help put you on the right track. Healthy financial habits if started early can make a big difference in the future. 

Life Moves Fast, Move With It

Your life is in full swing. Don’t forget to focus on financial goals for yourself and your family both future and present.

Work Optional Readiness

Can you retire when you want AND still maintain your lifestyle? We can analyze options and help put you on track for retirement. We will run Social Security and Medicare analysis to determine your best options.

Retirement Tune Up

You’ve done it. You passed the finish line. We can analyze your current situation and make suggestions to help optimize your retirement.

Real People. Real World Experience.

At Keiron Partners, our team of advisors is focused like a laser on your financial future. They're experienced, effective, and local. We're not an 800-number and we're certainly not robo-advisors run by algortithms.

No Algorithms

First and foremost we ask questions to determine what you are looking to achieve out of working with our team. It’s important right out the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you.

No Robo Advisors

The Leg Work – We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation. Once we understand your goals and your current financial situation we now have a foundation we can build upon. At this point we put our heads together and create a custom plan specific to your personal goals.

Real, live, local advisors.

Provided we all agree with the recommendations we will set out to implement accordingly.

We Live Here. We Plan Here. We Work Here.

Contact Us

720 Rugby St. Ste 200

Orlando, FL 32804  

PH: 407-648-1881