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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

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    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.

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    **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.
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