Keystone Financial Group

Our greatest desire is to exceed your expectations when it comes to helping you plan your financial future.

Prepare for a Great Retirement

Let us help you plan for the most suitable retirement possible. With our savings and investment strategies, we feel you’ll be more than prepared for and incredible retirement.

Keystone Financial Group

Keystone Financial Group focuses on helping you maximize your future financial standing. We can assist you in savings and wealth management plans that are right for you and your current financial status. Most of all, we ensure you a level of customer service and interaction that is genuinely personable.

We desire to build long lasting relationships upon foundations of trust which are focused upon the best interests of the client, for the attainment of their financial goals that embody ethical and industrial standards without compromise.
Objective driven strategies are about the achievement of goals, and not only about the making of money. This implies a balance of risk with other factors such as tax advantaged thought, time, and the characteristics of products that may be most suitable for you and the application at hand.
To design, implement, and monitor the road map between today and tomorrow, each being individually tailored to the client, and focused upon the efficient achievement of their goals.
Check the background of Ameritas Investment Corp. or this investment professional on FINRA’s BrokerCheck

Market Volatility. What in the World is Going On?

I’m sure you’ve asked yourself that question a lot lately.  Well, to some degree we live in a new normal paradigm.  It’s hard to believe that the first Iphone was introduced on the 29th of June in...

August 14, 2019-Thoughts on Market Volatility

The S&P 500 Index established a new all time record high on the 26th of July, by closing above 3,000 for the first time, at 3,025.86. (1) Over the course of the fourth quarter in 2018, I had...

4 Tenants of Successful Investing:Pearls Of Great Price Aren’t To Be HAD For The Asking

This is the last section of a four-part series within which I’ve drawn parallels between the life lessons of sports, and successful objective driven investment plans. There are only a few inarguable...

4 Tenants of Successful Investing: If It Is To Be It Is Up To Me

Today, we’re going to examine the ten most important two letter words in the English language.  If it is to be it is up to me.  When I’m coaching a team, I remind my players that 90% of basketball...

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Services For Individuals

College Savings Plans

We’ll help ensure that when the time comes, you’re children or loved ones will have the college funds necessary for the pursuit of higher education.

 

College Savings Plans

 

IRA and Rollover Plans

It’s imperitive that you contribute to your IRA with consistency. We’ll help you find an investment startegy that fits your budget and ensure that existing monies are rolled over.

IRA and Rollover Plans

 

Personal Money Management

We offer a personalized money management service that includes unlimited check writing and debit card availability, drawn from your brokerage or money market account.

Personal Money Management

 

Financial Planning

We employ a myriad of tools from Financial Profiles, Morningstar, and Advisys so that we may tailor detailed plans that are unique to your DNA, and we update these plans frequently so that we remain on track toward the attainment of your objectives.

Financial Blueprints

 
- Alex Von Tobel

Services For Corporations

Deferred Comp Plans

We can help you to design and implement a supplemental, non qualified retirement plan as a strategic compliment to your qualified plan, and for the retention of indispensable key personnel.

Deferred Comp Plans

 

401(K) Qualified Plans

 We are a Section 408(b)(2) qualified plan fiduciary.  We work with large and small employers to design, implement, and administer qualified retirement plans and provide a high level of service to your employees as we help them to invest for retirement.

401(K) Qualified Plans

 

Employee Insurance Plans

So that you may offer holistic benefits to your employees, we can customize group life, disability, vision, and dental insurance plans as you strive to reward and retain your most valuable business asset – your employees.

Employee Insurance Plans

 

Ownership Transfer Plans

We’ll work with you and your legal counsel to insure that capital is available for the funding of buy / sell agreements and other business continuation plans, as we plan for continuity and protection against unforeseen circumstances.

Ownership Transfer Plans

 

Frequently Asked Questions

Researching investment and finance strategies can be a daunting task. We aim to take the leg work out of it for you and draw you a financial blue print that will ensure your future is financially secure.

We’ve put together a few of the common questions we receive from our clients and prospects alike. If you cannot find the answer to your questionsions, please reach out to us on with the Contact Form below.

What kind of clients do you work with?
We work with people who find themselves in the low, middle, and high income brackets.
Do you charge upfront costs?
No. We make money through  minimal annual fee’s built directly into your investment discount structure.
How much should I Invest per month?
We recommend investing 10% of your monthly income into your future investments. We realize that not everyone can do this, but if you set a goal of 10%, you may be able to to start lower, and work your way towards 10%.

More Info

Keystone Financial Group is here for you when you need us. Please feel free to fill out the form for general inquiries concerning our products, support, or help with purchasing our products. Thank you for your interest in our services!

Hours of Operation: 8am-5pm M-F

Phone: (205) 655-7526

Address:

8178 Gadsden Highway – Suite 104
TrussvilleAL 35173