About Us

Keystone Financial Group is a holistic financial planning firm located in the Columbus, Ohio area.

We provide personalized financial services that create confidence and certainty during all phases of life.

We work with families, individuals, and businesses throughout the United States to help you clearly identify your financial goals and objectives…and develop a plan to achieve them!

We Specialize in Helping

Pre-Retirees

who want to maximize their Social Security benefits and create reliable sources of tax-free income that will last as long as they do…

Retirement planning

Retirees

who need a distribution plan that will offer a lifelong source of income, and allow them to leave a lasting legacy...

Families Planning for College

who want to learn how to pay for college without spending their life savings to do it…

Business Owners

who need to build capital reserves to fund their businesses in the most efficient manner…

Professionals

seeking to grow their portfolios for the future using efficient and tax-advantaged strategies…

Those Looking for Efficient Long-Term Performance 

who are interested in learning effective financial strategies that will help them to grow and preserve their wealth, while maintaining access to and control of their money.


Explore our site to learn more about what makes us different and the services we provide. You can also follow us on social media for important updates and useful tools and articles on making smarter financial decisions throughout your lifetime.

key·stone: Noun. A central stone at the summit of an arch, locking the whole together. Or, the central principle or part of a policy, system, etc., on which all else depends.

We believe that building a solid financial foundation is key to a successful financial plan for every individual, family, and business.

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