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Keegan Wealth Management
Sherry Keegan, CRC®
Certified Retirement Counselor
Keegan Wealth Management & Retirement Strategies, LLC
  "Helping Secure Your Future"

       We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you , our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Founder and owner, Sherry Keegan is a Certified Retirement Counselor who believes every person has dreams which are unique and deserve respect, consideration and planning. Through listening to those dreams, planning strategies are recommended which work towards turning dreams and goals into reality. 

We are honored to serve you,

Sherry Keegan, CRC
Certified Retirement Counselor
Latest Video Client Alert
Client Portal

  • How Much Do You Know about Social Security?
    Social Security is in the news more and more, as the first wave of baby boomers retire and economic pressures on the program increase. More than 90% of Americans are
  • Keeping Market Volatility in Perspective
    When markets are volatile, sticking to a long-term investing strategy can be a challenge. Though past performance is no guarantee of future results, it might help you
  • Retirement Plan and IRA Limits for 2012
    Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below.
  • Can I provide annuity payments to my heirs after I die?
    You may be able to provide income payments to your heirs for the rest of their lives through the use of a stretch annuity. A stretch annuity (also
  • Non-Equity Alternatives to Rock-Bottom Yields
    As interest rates have fallen to record lows and stayed there in recent years, the yield on your savings may be stuck in neutral. If you've focused on capital
  • Why Women Need Social Security
    Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check
  • Retirement Rules of Thumb
    Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right."
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 Securities offered through Cape Securities, Inc., Member FINRA,SIPC,MSRB.
Advisory services offered through Cape Investment Advisory, Inc. Clearing services provided by Hilltop Securities, Inc. Investment advisory services offered through Cape Investment Advisory, a registered investment advisor. Additional services may be offered through Sherlyn Keegan and Keegan Wealth Management & Retirement Strategies, LLC which are not offered through Cape Securities, Inc.   Cape Securities, Inc. and Keegan Wealth Management & Retirement Strategies, LLC are not affiliated.


This communication is strictly intended for individuals residing in the state(s) of FL, GA, IL, OR and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.