Casey Huffman
Senior Financial Advisor · Keenan Financial

Start your next chapter
with a clear and confident game plan.

I help individuals and families turn scattered accounts and questions into a retirement, estate, and income plan they actually understand — and trust.

Book a free consultation See how I can help
What I do

Planning built around the decisions you're actually facing.

Every plan starts with your goals, not a product — then we build the pieces that support them.

Retirement

Retirement planning

Income timelines, withdrawal order, and Social Security strategy built to make your savings last.

Income

Income planning

Turning a portfolio into a paycheck — with a plan for taxes, timing, and market swings along the way.

Growth

Asset management

Portfolios built around your timeline and risk tolerance, reviewed on a schedule, not just when markets move.

Efficiency

Tax planning

Coordinating account types, withdrawals, and timing decisions to keep more of what you earn.

Legacy

Estate planning

Making sure the right people, and the right paperwork, are in place to pass on your legacy as you desire.

Protection

Risk management

Insurance and contingency planning that covers the "what if" without over-insuring against it.

Casey Huffman
A Financial Advisor is like a Golf Caddy

Both are misunderstood.

People think a financial advisor just picks stocks and people think a golf caddy just carries a heavy bag. In reality, at the highest level, both are tactical strategists.

The purpose of the caddy is to keep the golfer's head on straight, navigate the golf course, evaluate course conditions or weather factors, alert of potential hazards, and ensure they have the right club in hand for each and every shot.

A financial advisor is there to keep the client's head on straight, navigate retirement with a financial plan, monitor the financial markets, help you avoid tax traps, and ensure your money is properly allocated to be aligned with your goals at every stage of your life.

I've helped hundreds of clients make decisions and navigate the hazards of retirement and investing. I believe in building relationships based on transparency and trust, like a caddy.

Title

Senior Financial Advisor

Experience

5+ Years

Education

University of Connecticut Dual Degree in Finance and Sport Management

Focus

I help pre-retirees transition from wealth accumulation to wealth preservation with a game plan.

Sports teams I root for

Detroit Lions | Detroit Tigers

UConn Basketball | UConn Football

My favorite golfer

Cameron Young

Get in touch

Ready to tee off your next chapter?

Schedule a free consultation to discuss your financial goals and how I can help you achieve them.

Email casey.huffman@keenanfinancial.com
Phone (203) 584-2370
Office 7 Bulfinch Pl 3rd Floor
Boston, MA 02114

I'll respond within 24 hours during business days.

Thank you! I've received your inquiry and will be in touch soon.