Keyes, Stange & Wooten Wealth Management, LLC is an Investment Advisor providing customized, fee-based investment management and financial planning services to our valued clients. Clients served by Keyes, Stange & Wooten Wealth Management, LLC include individuals, business entities, trusts, estates and retirement plans. Members of our staff at Keyes, Stange & Wooten Wealth Management, LLC hold a variety of designations including CFP® (CERTIFIED FINANCIAL PLANNER™) certification, CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) in order to provide our clients with the most current, innovative financial planning techniques available. The Keyes, Stange & Wooten Affiliated Companies’ mission is to partner with our clients to help them maximize their financial assets in order to achieve their life goals. Through efficient tax planning and wealth enhancement, protection and transfer strategies, our team of dedicated professionals works with our clients for the long term to help them meet life’s unexpected twists and turns. Our team members’ designations include CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CFP® (CERTIFIED FINANCIAL PLANNER™) certification, ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), CMA (Certificate in Management Accounting) and E.A. (Enrolled Agent). Please contact us or our affiliate Keyes, Stange & Wooten CPA Firm, LLC to discover how we can partner with you to help you achieve your life goals! Please contact Keyes, Stange & Wooten Wealth Management, LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our current Disclosure Brochure is available for your review upon request.