Broker Check

Investment Process

The Keller Team embraces the retirement bucket strategy. It is an investment approach that allocates your investments into four buckets. Each of these buckets has a defined purpose based on when the money is needed: immediate (short-term), intermediate, long term, and legacy.

We use the following process to discover your goals and provide a personalized plan. 

We don’t offer any proprietary investment products and our broker-dealer, LPL Financial, is not involved in investment banking operations. Our investment recommendations and our capital markets research work to be free from any potential conflicts of interest. As a result, you receive access to a wide range of seasoned investment strategies from a multitude of industry leading institutions.