Elizabeth Keyser RSSA ,BFA, RICP, LTCP

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Elizabeth Keyser RSSA ,BFA, RICP, LTCP As a Financial Planner, I specialize in financial planning services for a fee. I help negotiate the war you are having with your finances.

Everyone asks me how much money some needs to have to work with me. Money doesn't determine a good client. My ideal client is someone who understands, or is willing to learn, what a Financial Advisor can offer them and sees value in hiring me to help you achieve your goals and dreams. What are your financial concerns? What steps are you willing to take to achieve your dreams?

10/30/2026

Artificial intelligence continues to attract unprecedented venture capital funding, reshaping investment trends and creating new opportunities across the technology landscape. As investors evaluate the next phase of AI innovation, market participants will be watching whether record investment levels...

10/28/2026

Retirement planning isn't an exact science, but you can plan on needing a significant percentage of your current annual income in your retirement years. You'll want to identify your expenses and also account for inflation. You'll have to consider your life expectancy in determining whether your inco

10/27/2026

See key market data for the week ending October 23, 2026.

10/26/2026

What happens if, after careful analysis, it looks like you might fall short of reaching your retirement goal?

10/23/2026

While ghost tapping sounds like something outof a scary movie, it's a scam that can have real consequences.

10/21/2026

Watch out for these five factors that could derail your retirement.

10/20/2026

See key market data for the week ending October 16, 2026.

10/19/2026

Examining where you are today and where you are headed is a key step in retirement planning.

10/17/2026

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10/16/2026

Retirement can be considered the universal financial goal.

Address

2998 Douglas Boulevard St 200
Roseville, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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