Our Firm

Team Keystone

Keystone Financial Representatives are considered to be some of the most highly skilled advisors in the industry. Along with being Securities and Life Insurance licensed, many of our representatives have earned the prestigious Certified Financial Educator designation. A CFEd® is acknowledged by both human resource professionals and universities as someone who is able to provide financial literacy education. A CFEd® can also be used as a source for human resources professionals and for companies, organizations, and associations that seek financial expertise in employee Financial Retirement Education.

 

Understanding Your Concerns

Our qualified investment professionals understand your concerns. We know that many of you might have the following questions:

• What are my investment options?

• How are my current investments performing?

• Is my risk level in my investment portfolio appropriate for my specific goals?

• Do I pay too much in taxes?

• Do I have enough money to retire?

Keystone can help you answer these questions. The biggest concern most people have is wondering if they will outlive their money. Our advisors will use sophisticated financial planning software to project your retirement income needs at different ages, as well find ways to minimize taxation; tasks that might be overwhelming or difficult to do alone.