Chevy Chase, MD 20815
Map & Directions
Dedicated to Achieving Financial Goals
Our goal is to provide an unparalleled level of service to our clients. Focusing our efforts on comprehensive wealth management planning helps to ensure that we are not only aware of our clients' current needs but also anticipating and planning for their needs in the future.
What is Important to You
Professional wealth management helps you to anticipate your needs, prioritize your objectives and prepare financially to accomplish them. All of The Keats Group's efforts at RBC Wealth Management are centered around helping you to achieve your financial objectives so that you can focus on the things that are most important to you. We are able to assist you with the following:
- Planning for retirement
- Creating an income during retirement
- Funding an education
- Maintaining or enhancing your lifestyle
- Preparing for a major purchase
- Protecting your family or income
- Creating the legacy you want to be remembered by
When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.
RBC Wealth Management has resources that provide an objective, no cost, no obligation review of life insurance policies. Together with the firm’s internal experts, we will review your policy to help ensure it is still adequate for your needs and overall financial goals. Contact Me if you are interested in a complimentary insurance policy review.
With the U.S. equity bears starting to come out of the woodwork, we think investors should look beyond the correction and not just follow the pack. In fact, the swoon may actually work in investors’ favor as high-quality stocks are starting to go “on sale.” Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
We welcome you to experience The Keats Group difference for yourself. Contact us today to set up a meeting.
Paul Keats Jr. is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NJ, NV, NY, OR, PA, RI, TN, TX, UT, VA, WA, WV
John Keats is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NJ, NV, NY, OR, PA, RI, TN, TX, UT, VA, WA, WV
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.