Chances are that you are familiar with the process of choosing the right vehicle for you. For some, a large truck bed used for hauling heavy equipment is necessary. For others, it’s spacious seating for the family. I currently own a 2005 Blue Chevy Corvette. V8 engine, 400 horsepower, and 0-60 in 4.1 seconds. While […]
Adam has Medicare part A (hospital insurance), along with retiree insurance from his former employer. Upon retirement, his benefits department told him his retiree insurance would offer identical coverage that he had while he was working and he did not need to sign up for Medicare Part B. Two years later, and after a routine […]
You have worked hard over the years to accumulate wealth, and would probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your […]
When you hear the words “estate planning”, your reaction may be that it’s only for millionaires and billionaires. This could not be further from the truth. Estate planning is the process of settling your affairs after you are gone to ensure assets pass to whomever you desire in an efficient manner. While most of us […]
“In this world, nothing can be said to be certain, except death and taxes.” We have all probably heard this quote by Benjamin Franklin multiple times in our lives. It is certain we will all eventually die and continue to pay taxes, but by engaging in effective tax planning, we can manage and potentially avoid […]
It seems like every newspaper article, news release, and social media post over the past weeks has been related to the spread of COVID-19, the coronavirus that is now making its way through the US and other countries of the world. The coronavirus has brought the stock market down at an historic rate, from a […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
Keller Wealth Advisors
mail@kellerwealthadvisors.com
(361) 573-4383
(877) 573-4383
101 S Main Street, Suite 300
Victoria, TX 77901
Map and Directions
Monday – Thursday 8 AM – 5 PM
Friday 8 AM – Noon
© Copyright Keller Wealth Advisors | Keller Wealth Advisors is not a CPA firm
IMPORTANT NOTICE
You are now leaving the Keller Wealth Advisors Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer, and is not affiliated with Keller Wealth Advisors or any advisors whose names appears on this Website. Keller Wealth Advisors is independently owned and operated. Schwab has agreements with Keller Wealth Advisors under which Schwab provides Keller Wealth Advisors with services related to your account. Schwab does not review the Keller Wealth Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Keller Wealth Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
