Senior Financial Advisor · Keenan Financial

Start your next chapter
with a clear and confident game plan.

I help individuals and families turn scattered accounts and questions into a retirement, estate, and income plan they actually understand — and trust.

Book a free consultation See how I can help

What I do

Planning built around the decisions you're actually facing.

Every plan starts with your goals, not a product — then we build the pieces that support them.

Retirement

Retirement planning

Income timelines, withdrawal order, and Social Security strategy built to make your savings last.

Income

Income planning

Turning a portfolio into a paycheck — with a plan for taxes, timing, and market swings along the way.

Growth

Asset management

Portfolios built around your timeline and risk tolerance, reviewed on a schedule, not just when markets move.

Efficiency

Tax planning

Coordinating account types, withdrawals, and timing decisions to keep more of what you earn.

Legacy

Estate planning

Making sure the right people, and the right paperwork, are in place to pass on your legacy as you desire.

Protection

Risk management

Insurance and contingency planning that covers the "what if" without over-insuring against it.

Financial Advisor = Golf Caddy

Both are misunderstood.

People think a caddy just carries a heavy bag, and they think a financial advisor just picks stocks. In reality, at the highest level, both are tactical strategists.

You don't hire a caddy because you don't know how to hit a golf ball. You hire a caddy because you want to win the tournament, avoid the disasters, and ensure you have the right club in your hand when the conditions get brutal. I've helped hundreds of clients understand the nuances and navigate the hazards of retirement.

I believe in building relationships based on transparency and trust, like a caddy. My primary goal is to provide peace of mind that you have a financial gameplan in place that is clear and confident.

Title

Senior Financial Advisor

Experience

5+ Years

Education

University of Connecticut Dual Degree in Finance and Sport Management

Focus

I help pre-retirees transition from wealth accumulation to wealth preservation with a game plan.

Get in touch

Ready to tee off your next chapter?

Schedule a free consultation to discuss your financial goals and how I can help you achieve them.

Email casey.huffman@keenanfinancial.com

Phone (203) 584-2370

Office 7 Bulfinch Pl 3rd Floor
Boston, MA 02114

Start your next chapterwith a clear and confident game plan.