Financial Planning Process


Our Financial Planning ProcessFinancial Planning Process Flow Chart

Keystone strives to provide our clients with financial fulfillment; options designed to suit the employees lifestyle while working and into retirement. Our professionals create strategies that reflect the client’s financial goals and objectives while also providing management of their investments. Through our team’s registration with Independent Financial Group, LLC, a Registered Broker Dealer, our Registered Representatives work through an established six-step financial planning process to determine a suitable strategy to work towards the employee’s goals and objectives over the short, medium, and longer terms. Keystone Financial Services also assess risk opportunities on a number of different levels which can be tailored to satisfy our client's needs.

  1. Goal Setting
  2. Holistic Audit
  3. Analysis & Design
  4. Finding & Recommendations
  5. Implementation of Recommendations
  6. Quarterly Review

As we work through each step of the process, our main objective will be to help bridge the gap between your present financial status and your future financial goals. Whatever your specific investment objectives, together we can tailor a program that is right for you. Call us today at (866) 678-3770 to see how easy it can be to get started towards reaching your goals.


Independent Financial Group, LLC and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.