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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 |
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How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child’s education, based on the variables you input. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. |
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Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: Colorado , Florida, Michigan, Minnesota, New York, Washington, Wyoming. Keystone is unable to solicit business or service clients that are not in the states listed. Cambridge and Keystone Financial Services, LLC are not affiliated.