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KEENE INSIGHT
FINANCIAL STRATEGIES


As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Mark B. Keene, LUTCF, (CA Ins. Lic. # OF87407) and John Malicoat, MBA are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the state(s) of Kansas, California, Missouri and Texas. No insurance business may be conducted outside these states referenced.
Mark B. Keene, LUTCF and John Malicoat, MBA are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, . In this regard, this communication is strictly intended for individuals residing in the state(s) of Kansas, Missouri, California, and Texas. No offers may be made or accepted from any resident outside the specific state referenced.  Keene Insight Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.  Neither Keene Insight Financial Strategies, its employees nor NYLIFE Securities LLC or its affiliates and representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

 
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