Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Marketers Company

We build & implement marketing programs for financial advisors and boutique investment managers that work.

Founder

MCo Advisors

We help financial advisors grow their business through demand generation marketing activity.

Co-Founder

Forbes Communications Council

Official Member

Equinox Funds

Lead the development, implementation, and success of all marketing and communications activity across the organization.

Head of Marketing

Hartford Funds

Manage RIA and institutional marketing communication programs. Create, implement, and direct the Hartford Funds digital video strategy.

Senior Marketing Consultant

Janney Montgomery Scott LLC

Lead regional marketing for Private Client Group – Northeast

Regional Marketing Associate

The Hartford

Develop and design variable annuity marketing collateral and campaigns.

Marketing Coordinator

coreykeatingmarketing.com

I work closely with high performing financial advisors and boutique investment managers as a marketing consultant and content creator to establish consistent marketing activity and grow their business.

In 2019 I left my full-time executive marketing role after rebuilding and executing one of the most engaged and award-winning marketing programs in the boutique investment management arena.

(I generally don't brag, so forgive me) My team and I more than 5x the firms online and social media traffic between 2014 and 2019, winning a handful of industry awards (6) along the way with our multiple value-add creative series.

Dating back to 2006, I’ve been an integral part of growing and executing elite-level corporate marketing programs across the financial services industry, on both sides of the business: Investment Managers (advisor facing) and Wealth Managers (client facing).

When I left my executive marketing role at Equinox Funds in 2019, I launched Marketers Company, a marketing service provider that performs outsourced marketing for boutique asset managers.

A year later (2020), due to demand and request, I began to incorporate financial advisor marketing consultation and content creation as a 1:1 offering.

TODAY:

→ I operate coreykeatingmarketing.com (marketing consultation and content creation for FAs)
→ I operate Marketers Company (marketing services for boutique investment managers)

TO WORK WITH ME:

→ coreykeatingmarketing.com

Email: corey@marketerscompany.com 
DM: Corey Keating

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Outside of work, I love spending time with my wife, three kids, and our nutty German Shepherd. We love to travel, explore, tinker with new ideas, enjoy craft & light beer and wine along the way. Vermont is where I'm from, Rhode Island is where I had a lot of fun, Philly is where we live, and the Poconos is where we go to get away 🏕️

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The Battle

Nic Nielsen, CFP®

Corey Keating

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