3714 Executive Center Drive
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. Keystone’s Registered Representatives work through an established financial planning process to determine a suitable strategy to work towards your goals and objectives.
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.
To start designing your financial plan, we need to understand your current financial situation. We will discuss your goals and expectations, assess your risk tolerance, and lay the groundwork for a sound financial strategy that’s suited to your needs. At our first meeting, we'll help you organize your financial information. Bring whatever you can find easily, even a box of scattered papers or unopened envelopes. We'll also help you locate your online accounts.
Right Capital is our robust financial planning software program. If you would like to share any financial documents prior to the meeting, you can upload them to Right Capital’s Vault. The Vault is a secure and accessible location to share relevant information. Below is a short video that will walk you through how to access the vault.
Printable Financial Document Checklist
Right Capital Vault Tutorial
How to Run Pension Projections Tutorial
Based on your goals and financial situation we will work with knowledgeable and experienced partners to create a financial plan for you and your family. Our analysis and design will include a review of current investment holdings, projections of future retirement scenarios, tax-efficient distributions, estate planning considerations, and insurance evaluation. We use statistical analysis, especially Monte Carlo scenarios, to help map a financial plan that will work for you now as well as throughout your life.
Once The Analysis Is Complete, We Will Meet With You To Discuss And Review And Recommend Action Items For You To Consider To Help Achieve Your Financial Goals.
These action items tend to include:
Once we review your plan, we start implementing your Action Items. We begin to make the changes needed to strive to achieve your financial goals. This includes designing a personalized investment portfolio appropriate to your needs. Your plan is consistently monitored, as the financial landscape changes, we will update your plan to adjust to these changes. Our firm will conduct frequent reviews with you to ensure we are aware of any major life changes that may impact your plan.
3714 Executive Center Drive
Martinez GA 30907
100 Glendalough Court, Suite B1
Tyrone, GA 30290
2 Perimeter Park South Suite 140 EBirmingham, AL 35243
email@example.com | 866.678.3770
Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion. There is no guarantee that the Monte Carlo results generated by this simulation will be achieved or sustained, and results may vary with each use and over time. Actual results vary with each use over time and may be better or worse than those previously generated.
*Keystone Financial Services & IFG are not affiliated with Southern Company. 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. Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss.