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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 | Mar 22, 2023

6 Organization Tips to Help Take Time off Taxes

Tax Planning
taxes
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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SVB Bank collapse update
Keystone Financial Group | Mar 15, 2023

Bank Contagion & the SVB Collapse - Should We Be Worried?

News
Market Updates

With the markets reacting this week to the recent collapse of Silicon Valley Bank and others, many investors may be wondering:

Is it 2008 all over again

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Ryan Fleming, CFF
Keystone Financial Group | Mar 8, 2023

[Video] Ryan Fleming: Why I Became a Financial Professional

Company Updates
Ryan Fleming shares his story and why he's so passionate about helping families with their finances.
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Keystone Financial Group | Mar 1, 2023

5 Financial FAQs to Improve Your Financial Knowledge

Finance
Building Wealth
Personal Finance
Financial Literacy
From retirement savings to living abroad, here are some of the commonly asked questions we hear regarding financial planning.
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Keystone Financial Group | Feb 22, 2023

5 Common Personal Finance Mistakes to Watch Out For

Finance
Financial Literacy
Financial Education
Are you making one of these common financial mistakes? Here are some steps to consider.
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529 Plan changes 2023
Keystone Financial Group | Feb 15, 2023

SECURE Act 2.0: Important 529 Plan Changes for Parents

College Savings
News
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here's what you need to know.
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Keystone Financial Group | Feb 8, 2023

It's Never Too Late to Save for Retirement

Retirement
Saving
Savings
Retirement Savings
If you’re in your 50s and haven’t done much to save for retirement, you still have (some) time.
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Keystone Financial Group | Feb 1, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
Building Wealth
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Keystone Financial Group | Jan 25, 2023

[Video] 2023 Market Update - Recession Ahead?

Market Updates

A lot has gone on in the global economy and the stock market over the past year. So, we wanted to do a quick look-back on 2022, but more importantly, talk about

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Keystone Financial Group | Jan 18, 2023

SECURE Act 2.0: A Summary of the Changes for 2023

News
Here's brief recap of the changes in the new SECURE Act 2.0 for 2023 and what they might mean for your finances...
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Find college scholarships
Keystone Financial Group | Jan 11, 2023

10 Ways to Find College Scholarships

College
College Planning

One of the most common questions we hear from families at our college planning workshops is how to find and qualify for more college scholarships.

While

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Keystone Financial Group | Jan 4, 2023

Financial Planning in Your 30s: 3 Financial Goals for 30-Somethings

Savings
Financial Planning
Financial Literacy
Millennials
Your thirties are a great time to start working on some larger financial goals. Here are 3 ideas to help you get started.
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700 Taylor Rd
Suite 170
Gahanna, OH 43230

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Keystone Financial Group BBB Business Review

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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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