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Financial Planning Services

Keystone strives to provide our clients with financial fulfillment, offering options designed to suit your lifestyle while working and into retirement. Our professionals create strategies that reflect each 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, Keystone’s Registered Representatives work through an established six-step financial planning process to determine a suitable strategy to work towards your goals and objectives over the short, medium, and longer terms. We also assess risk opportunities on a number of different levels which can be tailored to satisfy each client's needs.

Through the entire planning process Keystone Financial strives to bridge the gap between your present financial status and your future financial goals. Each client and situation is unique and the plan we create together is tailored to your particular needs and objectives. As we review and analyze your financial situation, our comprehensive knowledge of the core areas of financial planning allows us to provide solutions to help you address your goals and that reflect our total commitment to your future well-being.

Wealth Management

Our advisors are able to create and execute a wealth management plan that provides the foundation to help you work towards your personal goals and objectives. The foundation of a successful plan includes financial planning, estate planning, tax strategies and investment management. Our wealth management plans are able to adapt to the ever-changing investment landscape as well as your needs

Our advisors work to understand your specific long- and short-term goals and the level of risk you are willing to take in your investment portfolio. Each plan is designed around the client’s needs, goals and objectives. Once your plan is implemented, we carefully monitor and review your plan’s performance to recommend suitable changes.

    Investment Management

    We understand that selecting appropriate investments is a daunting task, but it is an integral part of financial planning. We offer advice on investment management and can construct an investment portfolio designed to address your goals. Our fee-based, zero commission asset management program is not tied to a single type of investment product, which allows us to choose from thousands of investments. As we compose portfolios to best suit client needs, we have the flexibility to select from more than 300 individual investment models, using mutual funds, ETF’s, or individual equities, with added diversification through sophisticated tactical strategic, alternative investment styles.

    Retirement Planning and Portfolio Review

    Keystone Financial Advisors have extensive retirement planning experience to draw on as we create your retirement plan. Through income planning and investment management we create a suitable retirement portfolio for you based upon a thorough evaluation of your financial situation. We review your portfolio holdings and your depletion strategy to determine how your portfolio potentially may withstand the stress test of retirement. We follow up with quarterly reviews of your financial situation to determine the probability of your assets providing lifetime financial independence for you and your family. It is never too early or too late to create a successful retirement plan.

      Retirement Process-Retire Ready

      The transition into retirement can be an overwhelming process that includes important and detailed choices. Keystone specializes in benefits provided by many Fortune 500 companies as well as the retirement process of these companies. Understanding your choices is an important part of making an educated decision for you and your family’s future. We can help you prepare for these decisions and then manage the details to ensure that we execute your company’s requirements in a timely and efficient manner.

      If you are dreading the retirement process or are unaware of your company’s process, need help with a retirement rollover plan, or if you just want general guidance, our advisors are here to help give support and direction.

      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.


      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  866.678.3770

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