At Keith Eck Financial we utilize a team approach to assist our clients in the coordination of their business succession, estate planning, asset management, and insurance needs. Our strategic alliances of Certified Public Accountants, Estate, tax and business attorneys, family business consultants, business valuation experts, and institutional money managers work together to help accomplish your personal and business financial goals and objectives. As succession planners, the team at Keith Eck Financial work in a “quarterback” role with you, your family, attorneys, family business consultants, and business valuation experts to ensure the continuity of your business. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com. Keith Eck Financial and Insurance Services and the above firms are independent and non-affiliated. Tax and legal services are not offered through, or supervised by, the Lincoln Investment Companies. CA insurance Lic #0775644