Investment and Insurance Services Available

Keith Layman, an independent investment advisor, provides investment and insurance services for our members. Keith can help in the following ways:
  • Financial planning: Retirement, Estate, College, or General planning
  • Investments: Mutual Funds, Variable Annuities, Fee based accounts,
  • Insurance: Life, health, long term care, disability, fixed and index annuities, and has access to auto and home insurance
  • Tax Preparation
  • Retirement Plans for businesses: 401k, Simple IRAs, Sep IRAs, Payroll deduction IRAs and 529 plans
  • Seminars: Investment and Financial Related seminars for your business or Organization
Keith is a Fort Wayne native who graduated from Concordia Lutheran High School and Indiana University at Fort Wayne. He has been an investment advisor for over 11 years, 10 of which he has been independent. He is married with three children and does volunteer work with Historic Fort Wayne as the organization’s historian.

Keith is available for appointment times on Tuesdays at our Jefferson Pointe office and Thursdays at our North Clinton office. He can also meet on other days at other branches. Call him today at 484-2102 ext. 265 or email him at klayman@concordeis.com to set up your free initial consultation.
  • Not NCUA or ESI Insured
  • May Lose Value
  • No Credit Union Guarantee
  • Not a deposit
  • Not Insured by Any Government Entity
Securities offered through American Portfolios Financial Services, Inc., Member FINRA/SIPC. Advisory Services and products offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Fire Police City County Federal Credit Union is not an Investment Broker Dealer, nor are they affiliated with American Portfolios Financial Services, Inc. or American Portfolios Advisors, Inc.

For more information please visit www.appletreefinancialgroup.com