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What We Do

Our team is proud to assist clients with a variety of their financial planning needs. Specializing in four main areas of focus, our advisors will help guide you toward the achievement of your short- and long-term goals with renowned support and unparalleled service.

Portfolio Building Solutions

Investing your assets is an essential component to growing and securing your nest egg. With precise knowledge and insight, we will make personalized investment suggestions designed to help you reach your goals.

  • Investments
  • Retirement
  • Education Funding

Wealth Protection Solutions

Insurance products are another key factor to building and securing wealth. Our diverse wealth protection solutions can help provide you with confidence, even in times of uncertainty.

  • Asset & Legacy Protection
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Wealth Distribution Solutions

Setting a plan in motion for your finances after you pass is one of the best gifts you can leave your loved ones. Specializing in wealth distribution solutions, we can help you navigate through the often-difficult task of estate planning.

  • Estate/Trust Financial Strategies
  • Charitable Giving Strategies
  • Family Gifting Strategies

Business Solutions

As a business owner or entrepreneur, mapping out your organization’s finances is crucial for long-term sustainability and success. Our specialists will get to know you, your business and your goals, and design strategies to keep it moving in the right direction.

  • 401(k) Review
  • Employee & Executive Benefits
  • Succession Plan Funding
  • Buy/Sell Agreement Funding
  • Key Person Insurance
  • Group Benefits

Give us a call today to learn more about how Keystone Financial Management can assist you in reaching your personal and professional wealth goals.