Our Typical Client

Experienced Counsel in Times of Change

Keystone Financial helps you bridge the gap between today’s reality and tomorrow’s dream. Our services are particularly sought and valued by clients as their circumstances change. The following are examples of who we help most:

1. Displaced Employees - If you have recently been laid off, taken a buy-out or forced into early retirement, there are many factors for you to consider. For example, your 401(k), other IRAs, pension, life insurance and health insurance are all key areas you may need to address. We have the experience and expertise to offer a complete analysis of your situation and guide you through this difficult process.

2. Pre-Retirees – Considering retirement within the next ten years?  Keystone Financial Services can assist your efforts to ensure that you are doing all that you can to prepare.

3. Retirees - Now that you are on a fixed income, how confident are you that your savings will last for the rest of your life?  We can take a closer look at your situation and help you determine how much you can comfortably spend each month.  If you’re not on track, we’ll work with you to create a plan that is designed to prevent problems down the road. 

4. Spouses In Transition - Following the death or divorce of a spouse, we help relieve the stress of adjusting to this new lifestyle by assisting with the management of household finances.

5. Small Business Owners – Keystone Financial offers services that are particularly suited for business owners who have less than 25 employees. We can help you choose the Retirement Plan, Group Life, Health and Disability Insurance that is right for your company.  We can also help ensure you have a proper Buy-Sell Agreement and/or other Business Continuation Plans.

6. Parent of Minor Children - If you have children who are minors, you are likely concerned about two key factors that could impact their financial stability.  Keystone Financial will help you take the necessary steps to provide for your family should you be injured or die prematurely.  Your goal of assisting with your child’s college education can also be protected as we guide you on funding options.

Financial peace of mind about your family’s future can begin with a free consultation.