Blue Keel Financial Planning, LLC

Blue Keel Financial Planning, LLC Fee-only, Independent Registered Investment Advisor in Westport, CT. We help business owners and professionals successfully reach their goals.

We're experts at helping business owners and professionals who want to maximize after-tax income and determine how to align their own needs with funding their children's college education and passing on a legacy. Fee-only services include:
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
COLLEGE PLANNING

5 Smart Ways to Use Your Tax Refund in 2025
04/24/2025

5 Smart Ways to Use Your Tax Refund in 2025

Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?Splurge? Save? Invest?The good news: there’s no one-size-fits-all answe...

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
03/04/2023

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

Address

8 Wright Street, Suite 100
Westport, CT
06880

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 4:30pm

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