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How I Work

Why Simply Sophisticated Wealth Planning, LLC?

Albert Einstein once stated, "If you can't explain it to a six-year-old, you don't really understand it yourself." Keith's extensive youth community volunteerism makes him uniquely qualified as an advisor to break down the most complicated and complex financial strategies into concepts that folks age 8 to age 88 can easily comprehend.


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Create a Plan to Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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Meet Keith

As our lives become more challenging and more complex, it's comforting to find an advisor who can cut through the noise to provide actionable advice that can be both elegantly simple to understand, and sophisticated enough to help achieve a secure financial future.

The "S2" stands for “Simply Sophisticated”. S2 Wealth Planning's mission is to help clients clearly understand key money issues in their lives and to provide guidance and advice to encourage intentional decisions that can lead to a more secure financial future.

Our lives are a series of transitions. Transitions require choices. Delaying decision-making for fear of making the wrong choice is often the wrong choice itself. It is easier to prepare than to repair, so receiving advice from an experienced professional through life’s transitions can be priceless.


How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."