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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 | Oct 27, 2021

How Will the 2021 Estate Tax Exemption Affect You?

Estate Planning
taxes
Tax Planning

Every year, the federal government decides how much of your estate is not subject to taxes when you die. This year, thanks to inflation, it increased to $11.7

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Keystone Financial Group | Oct 20, 2021

7 FAFSA & Financial Aid Myths – Debunked

College Planning

Planning for college can be a confusing endeavor for many reasons. From choosing the right school for the right value, to making sure your student is properly

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Keystone Financial Group | Oct 13, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
Retirement Planning
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Keystone Financial Group | Oct 6, 2021

[Podcast] The Truth About Saving for Retirement

Retirement Savings
Retirement
Retirement Planning

The ultra-wealthy may not lose too much sleep about retirement, but what about the rest of us?

Why should the average person prioritize putting money away

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Keystone Financial Group | Sep 29, 2021

How Can Your Business Benefit from Whole Life Insurance?

Life Insurance
Business Owners

If you're a business owner, did you know that you may be missing out on one of the most valuable financial tools for your business? Many small-to-medium-sized

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Keystone Financial Group | Sep 22, 2021

7 Living Benefits of Life Insurance

Life Insurance
Insurance

While life insurance is ultimately designed to benefit your loved ones after you pass away, it also can help both them and you before that time comes by way of

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Should you use life insurance to pay for college?
Keystone Financial Group | Sep 15, 2021

Should You Use Life Insurance to Pay for College?

Life Insurance
College Planning
College Savings
Life insurance is a unique financial vehicle with a number of useful benefits - but should you use it to pay for college? Let's explore...
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Keystone Financial Group | Sep 8, 2021

Understanding the Different Types of Life Insurance

Life Insurance
Insurance

Wondering what type of life insurance is best for you? This will depend on a variety of factors, including how long you want the policy to last, how much you're

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Keystone Financial Group | Sep 1, 2021

6 Unique Reasons to Consider Life Insurance

Life Insurance
Insurance
Have debt, need cash, or want to leave an inheritance? No matter the reason, life insurance can help!
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Keystone Financial Group | Aug 25, 2021

5 Smart Reasons to Consider an Annuity

Annuities
Retirement Planning
Retirement Savings

Don't overlook the benefits that annuities can provide during your retirement planning years. Yes, there are lots of misconceptions out there about annuities

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Keystone Financial Group | Aug 18, 2021

Selling Your Business to Fund Your Retirement

Business Owners
Retirement Planning

For many Americans, owning a business is the American dream come true, and making smart and effective decisions that grow your business brings about well

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Keystone Financial Group | Aug 11, 2021

How to Avoid College Scholarship Scams

College
College Planning

As the college years approach and your student begins applying to colleges, you may start receiving a lot of offers through the mail (or even email or text

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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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