Document Links (Secret Website Page)
Keystone Financial Services is not an approved vendor for Southern Company and its affiliates pursuant to the process in place to make such approvals. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error. Securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. Keystone Financial Services and IFG are unaffiliated entities.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Advisors Bios edited July 2024
Southern Company Financial Document Checklist
PWW Systematic Set up Instructions 2023
Client Investment Summary Rollover
Binder Spine Template- Onboarding Workflow
Binder Cover- Onboarding Workflow
Zoom Mobile and Desktop Instructions
2024 not welcome thank you letter
ESP Contribution Rate Change Instructions
Combined Welcome Packet Documents 2024
Monthly Client Review Articles:
2023 Southern Company Advisor Booklet
2022 Southern Company Advisor Booklet
2022 Southern Company Fact Finder Document
2023 Southern Company Fact Finder Document
2022 Southern Company Financial Plan Template
2022 Risk Tolerance Questionnaire
2023 KFS SoCo Retirement Guide
2023 Southern Company Retirement Guide
2022 Southern Company Retirement Guide
2022 Southern Company Financial Plan Template
2024 Southern Company Retirement Guide
2025 Financial Planning Document
2024 Southern Company Advisor Booklet
2025 Retirement Guide (no changes)
2025 Retirement guide kk changes









![]() | Jenn Lowe, MBA, BBA, AS Keystone Financial Services 3714 Executive Center Drive, Martinez, GA 30907 Office: 866.678.3770 | Cell: 727.271.9867 | Fax: 678.815.0974 | |
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Registered Administrative Assistant with Independent Financial Group, LLC (IFG), a registered broker dealer and registered investment advisor. Member FINRA/SIPC. Keystone Financial Services and IFG are unaffiliated entities.
Keystone Financial Services is not an approved vendor for Southern Company and its affiliates pursuant to the process in place to make such approvals. Southern Company and its affiliates do not endorse, sponsor or otherwise approve of the products and services offered by Keystone Financial Services or Independent Financial Group, LLC (IFG). The products and services offered by Keystone Financial Services are independent of and not in any way affiliated with financial services and products made available to employees of Southern Company and its affiliates.
Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.

