Investments & Debt Counsel

Saving for retirement does not need to be complicated. KEEP Safe Investments offers several retirement account options to choose from to best suit your needs. It is important to understand the type of account and the regulations that surround it in order to choose one that fits your financial goals for retirement. KEEP Safe Investments offers guidance to assist during this process to make it easy for you! Remember that the more money you save today, the more freedom you'll have to do things you want later!


KEEP Safe Investments offers a diversified portfolio to give you a wider range of investment choices and flexibility. The investment tools and style used for each portfolio will depend upon your retirement needs. As active managers, we will continually adjust your portfolio to stay aligned with your retirement goals.

Investment Products
  • Equities
  • ETFs
  • Mutual Funds
  • Government & Corporate Bonds
  • Annuities

Debt Counsel

Trying to overcome debt can be intimidating and feel like a never-ending battle. Making a few smart lifestyle decisions and maintaining some discipline can keep it under control. Let KEEP Safe Investments help guide you to a debt free life.

Allow us to sit down with you and analyze your current situation and put in place suitable measures to reach freedom from debt.

Let KEEP Safe help you conquer your debt!

Retirement Tools

401(K) Savings & Planning Calculator
Traditional IRA vs. Roth IRA Comparison

Retirement Accounts

Traditional IRA
Roth IRA
Inherited IRA
Rollover IRA

Contribution Limits Guideline

Traditional IRA
Roth IRA
Up to Age 50: $19,500 per year
Age 50+ Catch up: $6,500
Year Total: $26,000
Up to Age 50: $6,0000 per year
Age 50+ Catch up: $1,000
Year Total: $7,000
Up to Age 50: $6,0000 per year
Age 50+ Catch up: $1,000
Year Total: $7,000
Contact Us Today For a Free Consultation!

215.539.8509 • 4741 Concord Circle • Easton, PA 18045

4774 Concord Circle
Easton, PA 18045