INDEPENDENT INVESTMENT & INSURANCE CONSULTANTS
Welcome to our Website! Please take a moment to browse each of our pages to learn more about our philosophy and how we help people manage their finances. This site was designed to provide our visitors with a wealth of information regarding various financial topics so be sure to check out the Learning Center tab for helpful calculators, articles, tax information and more.
Since 1995, Keystone Financial Services, LLC has been assisting down sized and laid off employees with critical financial decisions. As an independently owned financial consulting firm, we are committed to providing our clients with unbiased, value-based advice.
In addition to displaced employees, Our Typical Client page expands on the types of people we help most.
Our site is frequently updated so please be sure to check back often for new information. Also, if you think someone else would get value from our site, please use the Tell A Friend link to share it with others.
BRIDGING THE GAP BETWEEN TODAY'S REALITY AND TOMORROW'S DREAM
Newsletters
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
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Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
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HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.