Strategic Resources

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

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John C. Keene and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 100 company and one of the largest mutual life insurance companies in the United States.

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As a global multi-specialist asset manager, Candriam has been recognized as a leader in sustainable investment approaches. Our relationship with Candriam, a New York Life Investments Company, means that we have access to diversified investment solutions across many asset classes including fixed income, equities, absolute return, asset allocation, and liquid assets.

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NYL Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYL Investments to have a unique advantage and therefore allows Keene Financial Group to offer the best investment knowledge to their clients.

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NYLIFE Securities is a wholly-owned subsidiary of New York Life Insurance Company and a registered broker-dealer. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYLIFE Securities to have a unique advantage and therefore allows John Keene to offer the best investment knowledge to his clients.

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New York Life Annuities brings industry-leading guarantees with its annuity offerings to help clients plan for their retirement with confidence. For over 175 years, NYL has offered solutions that help protect retirements so our clients can look toward the future with peace of mind.

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The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Keene Financial Group can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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