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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

How to reduce risk in your retirement portfolio
Keystone Financial Group | Dec 28, 2022

When & How to Reduce Risk In Your Retirement Portfolio

Investing
Building Wealth
Retirement Planning
Risk Management
The closer you get to your retirement years, the more important it is to preserve the wealth you have accumulated. Here's when to consider reducing your risk
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Keystone Financial Group | Dec 21, 2022

[Video] Year-End Market Update - Inflation, Midterms, & Market Volatility

Check out this month's video for our 2022 recap on market conditions for 2022 and potential takeaways for the year ahead.
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Keystone Financial Group | Dec 14, 2022

Is Tax-Loss Harvesting a Good Strategy?

taxes
Tax Planning

As the end of the year approaches, taxes become a popular topic. In this quick article, we'll discuss one way to potentially lower the taxes you pay.

It's a

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Keystone Financial Group | Dec 7, 2022

Informed Donating: 3 Factors to Consider Before Giving

Lifestyle
Charitable Giving
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Keystone Financial Group | Nov 30, 2022

3 Tips for Successfully Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Keystone Financial Group | Nov 23, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Keystone Financial Group | Nov 16, 2022

Holiday Food Drive 2022

Company Updates
News

As we move into the holidays, we love to focus on giving back to our local community. This year's holiday food drive benefits Gahanna Residents In Need (GRIN)

Read More
Keystone Financial Group | Nov 9, 2022

[Video] Embracing the Power of Uncertainty

Financial Planning
Lifestyle
Videos

It's no secret that we've been living in uncertain times for the past couple of years...

Between the COVID-19 pandemic, the war in Ukraine, and supply chain

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Keystone Financial Group | Nov 2, 2022

5 Retirement Planning FAQs

Retirement
Investments
Retirement Planning
Not sure where to start with retirement plans? Here are some common questions.
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Keystone Financial Group | Oct 26, 2022

Social Security Update: The 2023 Cost-of-Living Adjustment (COLA)

Retirement
Social Security
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Purchasing Home Always A Good Idea | Keystone Financial Group
Keystone Financial Group | Oct 19, 2022

Is Purchasing a Home Always a Good Idea?

Real Estate
Property
Millennials
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Keystone Financial Group | Oct 12, 2022

Medicare Updates for 2023: Here's What You Need to Know

Health
Retirement
Medicare
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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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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