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August 2014
  Keith's Interview on the Exit Coach Radio Show: August 15, 2014
 


Recently, Keith was a featured guest on the radio show and podcast, Exit Coach Radio. The Exit Coach Radio Show is hosted by Bill Black and covers a variety of topics such as growing a small business, when is the right time to exit, and exit strategies for business owners age 50+. Bill Black has conducted over 275 radio interviews with top advisors to help business owners grow and protect their businesses. On August 15th, 2014 Keith spoke to Bill about the special planning needs of farming business owners. Please listen to the interview and share it with your friends and any business owners you know!

   
 
August 2014
  Keith Attends BEI's 11th Annual Exit Planning Conference in Colorado: August 22 & 23, 2014
 


BEI's 11th Annual Exit Planning Conference is the only meeting of its kind, bringing together experienced professional advisors from across North America, including CPAs, business attorneys, estate planning attorneys, wealth and investment advisors, insurance professionals, business consultants, business brokers and investment bankers in a multi-disciplinary, collaborative meeting to share best practices and recent trends in helping business owner clients plan for the future. These trained and qualified advisors get together every year in Denver to discuss the latest trends in planning for business owner clients and to talk through case studies. The purpose of the Annual Conference is to maintain the cutting-edge and up-to-date knowledge base of the advisors in BEI's network so that business owners everywhere can benefit from the training and ideas shared at the Conference.

   
 
January 2014
  2014 FIVE STAR PROFESSIONAL Wealth Manager Award
 


Thank you for nominating Keith as "2014 FIVE STAR: Best Wealth Manager SM" for the FIFTH YEAR in a row! January 2014 Keith was selected as Best Wealth Manager in Client Satisfaction and featured in the San Diego Magazine. We continue to appreciate your support and your referrals.

   
 
May 2013
  Keith Eck Financial earns Honorable Mention Recognition for Excellence in Customer Service at the 2014 San Diego Business Awards Luncheon
 


Keith Eck Financial earned Honorable Mention recognition at the San Diego Business Awards Luncheon hosted by the San Diego Regional Chamber of Commerce in the category of Excellence in Customer Service once again! Thank you for your continued support!

   
 
September 2012
  Keith Eck Financial Launches "Exit Planning 411" Blog
 


Keith created this blog as a resource for business owners, advisors, and friends to provide information on important business succession and exit planning issues. Other topics include estate planning, wealth transfer, and retirement. We encourage you to save our blog as a favorite and to follow our blog via email to get all of the latest updates!

   
 
May 2012
  Keith Eck Joins the Business Enterprise Institute's International Network of Exit Planning Advisors
 


This month Keith became a member of the Business Enterprise Institute’s International Network of Exit Planning Advisors™! BEI was founded by John Brown, an attorney, who developed The Seven Step Exit Planning Process™ to help business owners exit their companies in style and benefit from their life’s work. Keith has been working for over 30 years to manage the exit planning process for his clients by providing them with all the people, tools and strategies necessary to achieve their successful business exit. To learn more about the services Keith can provide through BEI or to sign up for our bi-monthly Exit Planning e-newsletter, please email us at keck@psfin.com.

   
 
April 2012
  Walk for Wishes with Team Succession!
 


On April 28, 2012 Team Succession will be walking in the Make-A-Wish Foundation of San Diego's annual Walk For Wishes at The Embarcadero San Diego. This event will raise important funds needed to grant the wishes of San Diego children who are battling life-threatening medical conditions. Last year through the generosity of donors just like you, the foundation realized $109,000 to grant over 14 life-affirming wishes! This year the foundation is on track to grant nearly 200 wishes to children in the San Diego and Imperial counties. We hope you will consider supporting this worthy cause since every dollar counts and no amount is too small to help reach the goal of $150,000! Visit my personal fundraising page to join our team or make a donation.

   
 
January 2012
  Keith's Article in the Imperial Valley Press!
 


This month Keith wrote an article directed to business owners to briefly summarize the types of questions that are necessary for every business owner to review to ensure that their financial house is in order. The article was featured in the business section of the Sunday the 29th paper and will be a recurring monthly article!

   
 
January 2012
  2012 FIVE STAR PROFESSIONAL Wealth Manager Award
 


Thank you for nominating Keith and Stephanie as "2012 FIVE STAR: Best Wealth Managers SM" for the FOURTH YEAR in a row! January 2012 Keith and Stephanie were selected once again as Best Wealth Managers in Client Satisfaction and featured in the San Diego Magazine. We continue to appreciate your support.

   
 
October 2011
  Keith Eck Financial, Senior Investor for the EMC Steve Fisher Presentation
 


Keith Eck Financial is among the senior investors for the “Power of Team Leadership” presentation hosted by the SDSU Entrepreneurial Management Center this October 11th, 2011. This event will feature Head Coach of the SDSU Basketball team, Steve Fisher, who will be speaking to local executives who aspire to build great teams. Please click the icon for more information.

   
 
February 2011
  2011 FIVE STAR: Best Wealth Managers in Client Satisfaction Award
 


Thank you for nominating Keith and Stephanie as "2011 FIVE STAR: Best Wealth Managers SM" for the THIRD YEAR in a row! February 2011 Keith and Stephanie were selected once again as Best Wealth Managers in Client Satisfaction and featured in the San Diego Magazine. Thank you for your continued support.

   
 
December 2010
  Keith featured in Life Insurance Selling Magazine
 


This December Keith was selected among life insurance producers, Guy Baker (the MDRT’s immediate past president) and Julian Good (president of the MDRT) for an expert look at universal life insurance.

   
 
December 2010
  Keith participates as judge at The San Diego Business Journal Family Owned & Closely Held Business Awards
 


Keith was honored one again to participate as a judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards to recognize and honor the accomplishments of San Diego County's family-owned and closely held businesses. The awards ceremony took place this December, and Keith enjoyed the opportunity to meet the new business owners that were in attendance.

   
 
June 2010
  Keith Eck Financial earns Honorable Mention Recognition for Excellence in Customer Service at the 2010 San Diego Business Awards Luncheon
 


Keith Eck Financial earned Honorable Mention recognition at the San Diego Business Awards Luncheon in the category of Excellence in Customer Service once again! Thank you for your continued support!

 
   
March 2010
  Keith qualifies for “Court of the Table” Million Dollar Round Table Recognition
 


In 2009 Keith achieved ‘Court of the Table’ status from the Million Dollar Round Table, an international association that represents the world’s best life insurance and financial services professionals (less than 1%). Keith is also a member of the Honor Roll, a member of the Quarter Century Club, has earned “Court of the Table” status for 10 years, and earned “Top of the Table”, the highest level of recognition, in 2008.

 
   
February 2010
  2010 FIVE STAR: Best Wealth Managers in Client Satisfaction Award
 


Thank you for nominating Keith and Stephanie as "2010 FIVE STAR: Best Wealth Managers SM" in the February issue of the San Diego Magazine! This is the second year that Keith and Stephanie have been selected as Best Wealth Managers in Client Satisfaction and we truly appreciate your support.

 
   
February 2010
  Keith and Stephanie to present at EMC Retreat
 


Keith and Stephanie will be presenting two separate topics at the 5th Annual Closely-Held and Family Business Retreat presented by the Entrepreneurial Management Center. Stephanie will be discussing “How to Optimize Your Employee Benefit Package and Control Costs” and Keith will discuss the differences between permanent life insurance and term life insurance and how each product could be appropriate depending on an individual’s financial goals and objectives.

 
   
December 2009
  Keith participates as judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards
 


Keith was honored this December to participate as a judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards to recognize and honor the accomplishments of San Diego County's family-owned and closely held businesses. The awards ceremony took place on December 17th, and Keith enjoyed the opportunity to meet the business owners that were in attendance.

 
   
July 2009
  Make-a-Wish Foundation Welcomes Keith Eck as Returning Board Member
 
 
   
June 2009
  Keith Eck Financial earns Honorable Mention Recognition for Excellence in Customer Service at the 2009 San Diego Business Awards Luncheon
 


The San Diego Regional Chamber of Commerce in conjunction with the U.S. Small Business Administration hosted the 2009 San Diego Business Awards Luncheon this May where small and micro businesses were recognized with awards in the following categories: Outstanding Emerging Business, Excellence In Customer Service, Most Innovative Product or Service, Most Innovative Marketing Campaign/Concept and Most Environmentally Conscience. Keith Eck Financial earned Honorable Mention recognition at the luncheon in the category of Excellence in Customer Service and are proud to be members of the San Diego Chamber of Commerce since 1994.

 
   
May 2009
  Stephanie Travels to Cambodia for Room to Read
 


Stephanie is the chapter leader of the San Diego Room to Read organization and this May she traveled to Cambodia on a trek to visit Room to Read’s amazing non-profit work to help educate the world’s children.

 
   
May 2009
  Keith qualifies for “Top of the Table” Million Dollar Round Table Recognition
 


In 2008 Keith achieved ‘Top of the Table’ status, the highest level of recognition from the Million Dollar Round Table, an international association that represents the world’s best life insurance and financial services professionals (less than 1%). Keith is also a member of the Honor Roll, a member of the Quarter Century Club, and has earned “Court of the Table” status for 10 years.

 
   
February 2009
  2009 FIVE STAR: Best Wealth Managers in Client Satisfaction Award
 


Thank you for nominating Keith and Stephanie as "2009 FIVE STAR: Best Wealth Managers SM" in the February issue of the San Diego Magazine. We appreciate the confidence you have placed in us as your financial advisors and encourage you to spread the news to others who may be seeking financial advice in these turbulent economic times.

 
 
February 2009
  SD Magazine Ad Online
 

 

Read this online article about our firm that appears in the February 2009 issue of San Diego Magazine.

 

 

 
   
  Keith’s Wikipedia Page
 


Visit Keith’s Wikipedia page and learn some interesting facts about him and about his professional football career.

 

 
   
PLEASE NOTE: The news is strictly as a courtesy and may be from sources outside of our control.
 
   
 
   
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors.
Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC - www.lincolninvestment.com
Keith Eck Financial, Pacific Southwest Financial, Capitas Financial LLC. and the above firms are independent, and non-affiliated.