2630 W. Bradley Place, Suite C Chicago, IL 60618
E-mail: pwa@keatinginc.com
Phone: 773-975-4020

Beth Kraszewski named as Top Best-in-State Woman Wealth Advisor by Forbes

Planning for Retirement

You manage the bucket list,
we’ll manage the money.

You’ve earned your retirement.
Let’s make sure you’ve got a plan that keeps it safe.

If you’ve worked hard, and saved hard your whole adult life and feel anxious about stopping, we have a plan for that.
If you are worried your dreams may exceed your means, let’s design a plan that addresses your worry.

Our goal is to plan for your retirement needs
so you can retire with confidence.

Work with us. We’ll draw up a roadmap to help plan for your next exciting chapter or two.

Wherever you want to be, we’re going to help to get you there. We’re going to find out where you’re at and we’re going to care about you enough to not leave you there.

- Morgan Ziegler

Dream big for your next chapter.

Could this be your retirement scenario?

You have options! We will put your assets to work to help maximize your retirement income.

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Keep the farm, buy a place in the city, and potentially retire 2 years earlier than expected.

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See a game at every MLB stadium.

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Experience the South African safari of your dreams.

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Take a watercolor class and gift a portrait of the family home to your children.

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Buy a second home on the beach and host the whole family every summer.

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Help launch a grandchild’s business.

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Learn the secrets of the Blue Zones one at a time.

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Volunteer at your local food pantry and create a network of donors.

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Sail, fish, or sail and fish The Great Lakes.

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Learn Italian and retire on the Amalfi Coast.

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Cook through Food52 Genius Recipes with a friend.

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Research your roots in Puerto Rico and write the definitive family history.

Approaching Retirement

Earlier is better when it comes to planning for retirement. When your retirement is 5 years in the future, you will want to develop a plan so you can launch your retirement feeling prepared and confident. Let us help you…

In Retirement

Though retirement offers more options than most people anticipate, some will be better suited to you than others. We can help you navigate this exciting journey by considering all the relevant data — your goals, your savings, your family, etc. — to help you make the best decisions. As your retirement co-planners we will…

Client Journey

Click to discover Intentional Retirement Planning in 4 Steps

Create a vision for your life in retirement

Gain an understanding of your current financial situation

Follow your plan to help optimize your retirement income

Pursue the path to help achieve your retirement vision

Ready to start dreaming about retirement?