Financial planning and investing are all about preparing for the future. Where you want to be in 10, 20, or 30 years. What kind of lifestyle you want to enjoy and what kind of legacy you want to leave.
At ETA Investment & Tax Advisors, we understand how important it is for our clients to know they have established the right goals, made the appropriate financial choices, and are on track to achieve their objectives.
It’s all about giving you confidence. Working closely with you to carefully craft a detailed financial plan. Giving you clear, easy-to-understand explanations of financial products and services. And building a lasting relationship so we adjust your plan to reflect personal and financial changes over the years. So you’ll know you’re moving in the right direction and preparing for a financially secure and rewarding future.
When it comes to executing a financial program, there are lots of moving parts. Lots of different products and services that are carefully combined to create a balanced, strategic portfolio. At ETA Investment & Tax Advisors, we have all the products and services you need, and the skill and expertise to put them to work for you.
We’ve been working with families, individuals, and businesses in this community for a while. We are personally connected to our clients and all the people here. And we want to do everything we can to help our clients, our neighbors, and our community achieve their long-term financial goals.
Everyone at ETA Investment & Tax Advisors has extensive personal and professional experience, and many hold respected professional designations. All our qualified representatives are licensed to offer clients a variety of investment and insurance products.
We don’t just want to create a plan, build a portfolio, and wish you good luck. We want to build a lasting relationship with you so we can help you manage you finances and portfolio over time to ensure objectives are met.
When you’re helping people invest their savings and plan for the future, trust is essential. At ETA Investment & Tax Advisors, we understand trust is not given, it must be earned. So in every situation we conduct ourselves in the most professional and ethical manner. We treat all of our clients with the upmost respect, and we work hard to earn your trust every single day.
1408 N. Main St. Williamstown, KY 41097
P: 859.824.6242
F: 859.824.7677
E: jamiekeith@etainvestments.com