OUR STORY

Founder & COO, TSM

Keith McLiverty is an seasoned financial professional in Medicare, Social Security, and insurance solutions designed to protect individuals and families. With more than 30 years of experience in finance, taxes, medical insurance, and retirement planning, Keith brings a deep understanding and a practical, client-centered perspective to TSM.

Keith’s mission is simple: educate first, plan second. He believes every client deserves to fully understand their options before making important decisions about Medicare coverage, Social Security timing, or financial protection. These areas are often complex and confusing—and without expert guidance, individuals and families can make costly mistakes. Keith’s goal is to simplify the process and help clients make informed, confident choices.

TSM operates with an “old-school” approach that values personal relationships and ongoing support. The firm meets with clients face-to-face, provides clear education, and walks them step by step through every decision. Based locally, TSM maintains an office that is open year-round and staffed by a knowledgeable team who answer the phone personally—no call centers, no offshore agents, and no disappearing advisors.

Keith’s dedication to this model comes from personal experience. Watching his parents struggle to navigate Social Security, Medicare, and insurance on their own—without education, guidance, or reliable support—left a lasting impression. He built TSM to ensure no client ever faces that same frustration or uncertainty.

Today, Keith and his team are committed to protecting their clients’ financial well-being, guiding them through every stage of retirement planning, and ensuring they receive the personal attention and advocacy they deserve.