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LIGHTING THE WAY TOWARDS FINANCIAL PROSPERITY, RETIREMENT TRANSITION, & ENDURING
FAMILY LEGACY

Learn About Us Speak with an advisor


OUR FINANCIAL LIVES ARE BEST COMPARED TO AN EXPERIENCE-RICH PASSAGE LINKING
THREE INTEGRATED SHARED JOURNEYS…


MEANINGFUL PROSPERITY

Guiding you to discovering true prosperity by connecting values and experiences
with meaningful life goals.


RETIREMENT TRANSITION

Wellness and Choice as we Transition out of our Career or Business.


LEGACY PATHWAY

Expanding Your Journey to Embrace Your Children and the Generations Yet to Come.


FOR OVER 30 YEARS KEELER THOMAS HAS BEEN DEDICATED TO HELPING PEOPLE MAKE SENSE
OF THEIR OPPORTUNITIES AND PREPARE FOR EACH STAGE OF THEIR FINANCIAL LIFE.


FINANCIAL PLANNING

The challenges of making ends meet can be daunting especially with a record
number of Baby Boomers entering their retirement years.


INVESTMENT MANAGEMENT

The Keeler Thomas portfolio management program defines the objectives to meet
the plan objectives and identifies each step needed to take to reach the goals.


KTM FAMILY LEGACY PATHWAYS

Learn why less than 10% of families “make it” and successfully plan their
legacy.


MEET OUR TEAM

Meet The Team



FINANCIAL INSIGHTS & COMMENTARY

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May 16, 2023


FINANCIAL ZEN: 7 TIPS FOR A STRESS-FREE FINANCIAL LIFE

Are you looking to reduce stress? Who isn’t? Simplifying your finances can
empower you to take control of your money, allowing you to make informed
financial decisions. In this article,…
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BLENDING FAMILIES AND BANK ACCOUNTS: A RECIPE FOR DISASTER OR FINANCIAL BLISS?

2 out of 3 Americans ages 15 and older have been married at least once.
Surprisingly, a substantial number have also been married more than once. When
two families come…
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 * Home
 * Why Us
 * Services
   * Financial Planning
   * Investment Management
   * KTM Family Legacy Pathways™
   * 401(k) Advisory
 * About Us
 * Resources
   * Insights Blog
   * Event Calendar
   * Video Gallery
   * Assessments
 * Contact
 * Client Portal
 * Get Started
 * FINRA Broker Check

KEELER THOMAS,
1327 SOUTH 800 EAST, OREM, UT, 84097
(801) 226-0800
CONTACT@KEELERTHOMAS.COM
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Important Disclosures 

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Insights

Event Calendar

Video Gallery



© 2024 Keeler Thomas Management.

 * twitter
 * facebook
 * youtube
 * instagram

 * Home
 * Why Us
 * Services
   * Financial Planning
   * Investment Management
   * KTM Family Legacy Pathways™
   * 401(k) Advisory
 * About Us
 * Resources
   * Insights Blog
   * Event Calendar
   * Video Gallery
   * Assessments
 * Contact
 * Client Portal
 * Get Started
 * FINRA Broker Check

 * Important Disclosures
 * Logins
 * (801) 226-0800

 * twitter
 * facebook
 * youtube
 * instagram


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