Keystone Financial Group

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

What We Do

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.

How We Do It

Objective-driven strategies are about the achievement of goals, and not only about making 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.

About Us

Keystone Newsletter

Sign-up today to receive your quarterly look at the worlds financial movements, and how your investments are affected.

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Economic News

Covid-19 concerns has cause major market volitility. View our blog for critical updates

Blog

Recession Fears Continue to Endure

The Market's Dual Nature Let's begin with an intriguing phenomenon that has gripped the financial realm: market bifurcation. It's a topic that warrants our...

Recessionary Fears and the Magnificent Seven

Navigating the Economic Landscape As a financial firm dedicated to guiding our clients through the ever-changing economic landscape, we have been closely monitoring recent market trends and the...

Weak Links in Your Financial Planning

Financial planning can only be as strong as the risks that you eliminate from the plan. Any risk leftunaddressed, either intentionally or unintentionally, could undermine the most solid financial...

Answers To Five Burning Questions

Since the beginning of the year, many clients have sought the answers to five questions that are seemingly on the minds of many others. Is there a threat of the dollar being replaced at the reserve...

Services For

Individuals

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College Savings Plans

Personal Money Management

IRA and Rollover Plans

Complete Financial Planning

Our Purpose

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.

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Services For

Corporations

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Deferred Comp Plans

Employee Insurance Plans

401(K) Qualified Plans

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

Trussville, AL 35173

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