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COVID-19 RESPONSE We are now offering in-office meetings on a first-come, first-served basis, as well as virtual appointments. Visit our COVID-19 page to learn more.

Blog

Keystone Financial Group | Aug 17, 2022

5 Things to Consider On a College Visit

College Planning
College
Late summer and fall are great times to check out college campuses if your student is heading for college in the next few years. Here are 5 areas you will want
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Keystone Financial Group | Aug 10, 2022

[Infographic] How to Save & Invest for a Comfortable Retirement

Retirement Planning
Retirement
Retirement Savings
To learn more about how to save and invest for a comfortable retirement, check out our visual guide below.
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Keystone Financial Group | Aug 3, 2022

5 Smart Financial Tips for Young Adults

Millennials
Financial Planning
Financial Tips
Financial Literacy

The older we get, the more time seems to fly, doesn't it? This can work against us when it comes to financial planning, as we all know that the earlier you

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Keystone Financial Group | Jul 27, 2022

More Than Finances: The Benefits of Holistic Financial Planning

Finance
Financial Planning
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Keystone Financial Group | Jul 20, 2022

Should You Prioritize Retirement Savings Over College Savings?

Retirement
College
Retirement Planning
Retirement Savings
College Savings
College and retirement require serious savings. Is it possible to save for both?
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Keystone Financial Group | Jul 13, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
Business Owners
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Keystone Financial Group | Jul 6, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Financial Literacy
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Keystone Financial Group | Jun 29, 2022

It's Official: We're In Bear Country

Market Updates
Investing
We're officially in a bear market... So now what?
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Keystone Financial Group | Jun 22, 2022

Is It Time for a Mid-Year Financial Checkup?

Financial Planning
Financial Literacy

It's hard to believe it, but we're halfway through the year, and the plans you considered so important at the end of 2021 may not hold that same importance now

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Keystone Financial Group | Jun 15, 2022

[Infographic] Understanding Wills Versus Trusts

Estate Planning
Planning ahead is essential to protect your estate, but which tool should you use? Here's a quick look at the difference between wills versus trusts.
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Keystone Financial Group | Jun 8, 2022

How To Start Planning for Retirement

Retirement
Retirement Planning
If you haven't started planning for retirement yet, it's not too late - but the sooner you start, the better!
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Keystone Financial Group | Jun 1, 2022

8 Important Birthdays for Retirement Planning

Retirement
Retirement Planning
Got a birthday coming up? If it's one of these milestones, you'll want to understand how it may impact your retirement plan...
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700 Taylor Rd
Suite 170
Gahanna, OH 43230

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Brian Minier offers Financial Planning and Advisory Services through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and other Financial Services offered through Keystone Financial Group are not affiliated with PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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