Our Firm

At Keystone Financial Group, we take a very personalized approach to financial planning, and we do not believe in a “one-size-fits-all” solution. We feel that each individual, family, or business owner that we sit down with deserves the same attention and consideration, regardless of how much income they make, or what short or long-term financial or life goals they may have.

We provide personalized financial services that create confidence and certainty during all phases of life. To do this, we utilize a variety of different methods, strategies, and products – all with an eye on helping you to grow and protect your wealth.

We are education-focused, rather than product-focused, so you will notice our website emphasizes services, instead of products.

We offer a number of unique alternatives to the traditional financial planning model, and we create personalized financial strategies using a wide variety of products to meet the specific needs of our clients. We do not believe in doing something just because other financial advisors do it. Instead, we always strive to do what is in the best interest for the client – whether this means using a traditional financial planning tool, or a lesser-known but more effective financial strategy or product.

We enjoy working with businesses, families, and individuals who are open to “outside-the-box” thinking, and who are willing to consider the most effective and efficient avenues to achieving their short and long-term financial goals, regardless of which vehicles are used to get there.

Our goal is to make sure that every client we work with understands how and why each strategy we share with them contributes to their overall financial picture and the achievement of their goals. We want to help you develop a solid financial foundation, and we enjoy developing life-long relationships with our clients. When you work with us, you aren’t just a number, you are a part of our team!

We Operate Our Business According to the Following Principles:

  • We believe in a financially educated client.
  • Our main priority is to partner with you to help you develop a sound financial foundation.
  • Our #1 goal is to help protect and grow our clients’ wealth without taking unnecessary risk.
  • We care about your personal financial objectives. As our client, you are not just a number – you are a part of our family.
  • We believe gambling and investing should not be the same.
  • When it comes to the stock market, our goal is to take the worry out of investing, and put your money to work for you.
  • We believe the stock market can be a valuable part of your overall financial portfolio, but should not have the power to keep you up at night.
  • We utilize conservative financial strategies to make sure that your retirement nest egg will outlast you – and not the other way around.
  • We believe a mutually beneficial relationship is built on a foundation of mutual trust, and we continually strive to build that trust and maintain that relationship with our clients.
  • We do not blindly follow the herd. We practice these philosophies at all times, regardless of market conditions.