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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 | Feb 3, 2021

Understanding the Basics of Paycheck Protection Program (PPP) Loans: Round Two

Finance
COVID-19
Business Owners

The year 2020 was unprecedented for so many reasons—mostly because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while

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Keystone Financial Group | Jan 27, 2021

[Quiz] Are You An Emotional Spender?

Financial Literacy
Are you an emotional spender? Take the quiz to find out...
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Keystone Financial Group | Jan 20, 2021

3 Things to Know About Test-Optional Schools

College Planning

With the COVID-19 pandemic throwing a wrench in many families' college plans, numerous colleges and universities have made changes to their admissions processes

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Keystone Financial Group | Jan 13, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement
Retirement Planning

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Keystone Financial Group | Jan 6, 2021

[Infographic] 5 Financial Resolutions for the New Year

Financial Planning
Financial Literacy

Are you ready for the New Year? It's time to make sure your finances are on track for the year ahead! If you haven't already, this is a great time to meet with

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Keystone Financial Group | Dec 30, 2020

Do Your Donor Due Diligence

Charitable Giving

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

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Keystone Financial Group | Dec 23, 2020

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Philanthropy
Charitable Giving
taxes

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Keystone Financial Group | Dec 16, 2020

What Does a Biden Victory Mean for Your Financial Plan?

With the long-awaited election results finally confirmed, many investors are asking themselves what to expect from the markets with a Biden-Harris

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Keystone Financial Group | Dec 8, 2020

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Keystone Financial Group | Dec 3, 2020

[Podcast] Tax-Free Income for Life

Tax Planning
taxes

Do you know how long you'll live? Obviously, most of us have no idea, but we often "plan" for retirement as if we won't live much past retirement age. In fact

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Keystone Financial Group | Nov 30, 2020

3 Things You Should Know Before Taking a Parent Plus Loan

College Planning
College Loans

No matter how well you plan for college, sometimes borrowing is simply unavoidable... And that’s okay. Many student loans have very low interest rates, payments

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Keystone Financial Group | Nov 23, 2020

4 Ways to Minimize Financial Anxiety During a Crisis

Financial Planning
Financial Crisis
Financial Preparedness

It is only natural for us to worry about our finances, especially during a crisis such as a pandemic, as it affects so many facets of our everyday lives. Nevert

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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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