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For Realtors

  • Risk Management
  • Estate Planning
  • Retirement Planning
  • Income Replacement Strategies
  • Education
  • Tax Minimization Strategies
  • Entrepreneurs

I go beyond just finances to partner with my clients in their journey to success in life and business.

I have 3 Questions for you

Watch the video for the questions.

My wife and I feel very fortunate to have Keith on our side. We have a young family and run two businesses. Life is busy and our time is often spoken for. We understand the value of planning for our kids' education and our retirement but finding the time isn't always easy. Keith stepped into our lives at a time when our family needed help. Keith worked with us from day one to ensure we could put our family first while not sacrificing our financial future - it was a balancing act and I'm confident that Keith is the only person that could have understood our situation and helped. It has been two years and we were able to invest our time into our family while Keith invested our finances and insured our future. That is the benefit of working with a professional that you trust. When times are tough, you have the opportunity to see the helpers - the people that step up and provide unwavering support. Keith was that for us.

- Ben Ellens, top 3% Realtor, July 2023

Ready to embark on a journey toward financial prosperity?

Schedule a consultation with Groch & McConkey Financial Planning today and take the first step towards securing a brighter tomorrow.

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