Keystone Financial
  • Home
  • Our Services
    • For Individuals
      • Financial Planning
      • College Savings
      • IRA and Rollover
      • Money Management
      • Retirement Planning
    • For Businesses
    • Request A Meeting
  • Resources
    • Economic Update
    • Glossary
    • Market Watch
  • Client Account Access
  • About Us
  • Blog
  • Contact Us
    • Join Meeting
    • Tell a Friend
Select Page

Why The CARES Act Is Of Importance To Individuals and Small Businesses

by David Guttery | Apr 16, 2020 | Articles

April 16, 2020 As seen in the Trussville Tribune Why The CARES Act Is Of Importance To Individuals and Small Businesses As you may have heard, the CARES Act was signed into law on Friday, the 27th of March. There are substantial provisions of benefit to both...

OPENING UP AMERICA AGAIN

by David Guttery | Apr 15, 2020 | Articles

Video Market Commentary

  • The Potential Economic Impact of Inflation July 2021

    The Potential Economic Impact of Inflation July 2021
  • Planning Concerns of Millennials and Gen Z

    Planning Concerns of Millennials and Gen Z
  • Is the Economic Cycle Shifting?

    Is the Economic Cycle Shifting?
  • Potential Evidence of Economic Deceleration

    Potential Evidence of Economic Deceleration
See More Commentary

Recent Posts

  • Is The Economic Cycle Shifting?
  • Economic Update: Is Stagflation Back?
  • Potential Evidence of Economic Deceleration
  • INSTRUCTIONS to Access 2020 Tax Documents in Wealthscape
  • Thrive, Not Just Survive in Changing Economic Seasons

Recent Comments

    Archives

    • May 2021
    • April 2021
    • March 2021
    • February 2021
    • January 2021
    • November 2020
    • October 2020
    • September 2020
    • July 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • September 2019
    • August 2019
    • July 2019
    • April 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • June 2018
    • April 2018
    • March 2018

    Categories

    • Articles
    • Economic Update
    • Newsletters
    • The Keystone
    • Uncategorized

    About

    David is a Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager, and is a member of the American Academy of Financial Management. David is also an Investment Advisory representative of Ameritas Investment Corp. He graduated from The University of Alabama in 1991 with a BS degree in Finance, and began his career with Nowlin and Associates. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.

    David believes activity to be important within one’s industry and community. He serves the City of Trussville as a member of its Park and Recreation Board, and upon the Advisory Board of the Trussville City Schools Foundation. He coaches youth league basketball, and serves Clearbranch United Methodist Church as its finance committee chairman. He serves Ameritas as a member of its National Field Advisory Committee. David and his family live in Trussville, Alabama. David is a native of Florence, Alabama.

    Full Disclosure

    David R. Guttery and Brandon Guttery are Investment Advisor Representatives.

    Securities and investment advisory services offered solely through Ameritas Investment Company, LLC. (AIC). Member FINRA/SIPC. AIC and Keystone Financial Group are not affiliated. Additional products and services may be available through David Guttery, Brandon Guttery or Keystone Financial Group that are not offered through AIC. Securities products are limited to residents of AL, CA, CT, FL, GA, KS, LA, MN, MS, NC, PA, TN, TX, WV.

    This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money.

    A Representative from Keystone Financial Group will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

    Online Resources

    FINRA.ORG

    SIPC.ORG

    FINRA BrokerCheck

    **Securities and investment advisory services are offered solely through Ameritas Investment Company,LLC (AIC), member FINRA/SIPC.
    *** The opinions and views stated in this publication are solely those of David R. Guttery and Brandon Guttery, and should not in any way be considered to be an endorsement by Ameritas Investment Company,LLC.
    **** AIC, Keystone Financial Group, and KeystoneFinGrp.com are not affiliated. Additional products and services may be available through David Guttery or Keystone Financial Group that are not offered.
    • Twitter
    • RSS
    Website Design and Development by The Web Initiative