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Retirement Income Planning

You have spent your entire life saving diligently to secure financial independence, and now you have decided to leave the workforce in pursuit of other interests.  So how do you turn this pile of assets into a sustainable stream of income in order to replace your paycheck? Learn More...

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Investment Advice

At the heart of everything thing that we do is our commitment to providing independent, objective investment advice.  There are many different advisors and business models in the financial services industry and we have chosen to operate in a manner which most closely aligns us with your interests. Learn More...

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(503) 581-3717

How do you know if you could benefit from the services of a financial planner? You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. Learn More...

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Keen Insight Group

The Keen Insight Group has been helping Georgians retire since 1983. 

We specialize in providing personal financial planning and asset management to successful families and high net worth individuals. 

Independent. The only way we can do our job properly is by being independent advisors, which allows for decision-making that is objective, honest and personalized for each individual client. 

Client-centered. It is vital for individuals that provide financial advice to act as a fiduciary, and make recommendations that are truly in the client's best interest. 

Right. We believe in doing what is right.

 

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From Our Blog

2015 Third Quarter Report

That Whooshing Sound

 

Many investors will be glad to finally see the end of the third quarter of 2015, and most of them will feel like their portfolios are worse off than they actually are.  That whooshing sound you hear is not just air being let out of the markets; it’s also an end to that optimistic feeling that many people had been cautiously building during the long 6-year bull market that followed the Great Recession.

 

Read more...

 

 

How to Read the Panicky Market

Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell.  They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their Bloomberg screen.

305-375-2325

Press Release - CDFA Designation

 

Certified Divorce Financial Analyst™ Jeff McClenning Begins

New Service for Divorcing Couples in Peachtree Corners

 

PEACHTREE CORNERS, Georgia (May 1, 2015)  –  The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Jeff McClenning of Keen Insight Group in Peachtree Corners, Georgia recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst™ (CDFA™).

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Services, Fees and Minimums

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How we do it

Learn more about our Financial Planning Services and how we work with you to achieve your goals. Read More...

 

Process and Client Profile

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Process for Success

It is important for you to know that the financial services professional that you work with follows a certain process. Read More...

 

Objective and Unbiased

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Targeted Results

Keen Insight Group is owned and controlled by Jeff McClenning and Andrew Crane. The business was established in 1983 by William Keen as an independent financial planning firm. Read More...

 

Market Watch


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ADDRESS
3930 E. Jones Bridge Rd.
Suite# 155
Peachtree Corners, GA 30092
HOURS
Mon. to Fri. 9am to 5pm
CALL
(770) 441-3553(800) 356-KEEN

Disclaimer

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC. Jeffrey McClenning and Andrew Crane are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with The Keen Insight Group.