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Total Control Financial believes every American worker has the right to a financially secure retirement without being concerned their wealth will vaporize in their golden years because of Wall Street’s games. A system that once provided security and safety for the American public has turned into a greed-filled network of brokerages run by too many self-interested “financial advisors” lining their own pockets first, while the investors, their clients, bear all the risk. Wall Street wins 100% of the time while the investor hopes to make a decent return and avoid getting hammered by the market. This is fundamentally wrong. It’s time for the charade to end. It’s time for the firm and the investor to be aligned. For 40 years Wall Street has dominated 401(k) money. For 40 years Wall Street has tricked the American worker into believing Wall Street is the only road available for a sound retirement. They’ve kept people confused and created complexity instead of being transparent and creating simplicity. This worked to keep the investor confused and trapped paying fees, riding the market roller coaster while the brokers got rich. Our mission and our purpose is to share the candid reality and truth about money and retirement with the American worker. We have no exception to our 100% transparency 100% of the time rule. We are obsessed with delivering simple, powerful options to the investor. Options to put the investor in control and to be empowered over their money and their financial future. For the investor tired of paying endless Wall Street fees to “watch over” their money, for the investor ready to take responsibility and control of their money, for the investor ready to exit the market roller coaster, Total Control Financial is your answer. Our mission is to Disrupt Wall Street and Empower Main Street ™.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
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