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Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA’s BrokerCheck

Articles & Updates

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Answers To Five Burning Questions

... Since the beginning of the year, many clients have sought the answers to five questions...

May 17, 2023 |

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Is Inflation Finally Abating?

... At a high level you could certainly say that inflation is moving in the right...

April 26, 2023 |

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Green Shoots: An Early 2023 Economic Outlook & Market Prediction

... Recently, inflation and Federal Reserve policy have drastically impacted the markets and the economy....

March 20, 2023 |

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Having A Solid Money Management Plan Is Critical

... Should Everyone Have a Financial Plan? No matter your financial circumstance, everyone should have some level...

February 14, 2023 |

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Economic Landscape: 2022 Market Review & 2023 Economic Predictions

... Now the dust has settled, it’s time to look back at the incredibly testing investment...

February 13, 2023 |

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Retirement & Financial Planning For Young Adults

... Is Retirement Planning for Older People? Often, young adults fall into the trap of thinking financial...

January 16, 2023 |

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Investment Insights: 2022 in Review and a Look Ahead to 2023

... Let’s Learn From 2022 So Your Money Can Do More in 2023 The challenging investment year...

January 9, 2023 |

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When Will the Markets Stabilize? What We Know So Far

... Are the Markets Finding Their Footing? Perhaps – But That Should Not Change Your Long-Term Investment...

December 23, 2022 |

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Tips for Successful Investing: Play Like You Practice

... Is Smart Investing Like Playing Basketball? If Your Goal Is to Win, Then YES! Smart investing,...

December 21, 2022 |

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Video Content

Most of the time we don’t give any thought to insuring our health, our home, or our cars. However, many people are leaving their largest asset grossly under protected. Your largest asset is your ability to earn an income. Join Seth as he provides information about disability income insurance, group disability insurance as an employee benefit, alternatives for disability income insurance, and planning financially for when our earned income stream is taken from us. Please reach out to us to schedule an analysis of your current protection plan in your portfolio.

Most of the time we don’t give any thought to insuring our health, our home, or our cars. However, many people are leaving their largest asset grossly under protected. Your largest asset is your ability to earn an income. Join Seth as he provides information about disability income insurance, group disability insurance as an employee benefit, alternatives for disability income insurance, and planning financially for when our earned income stream is taken from us. Please reach out to us to schedule an analysis of your current protection plan in your portfolio.

YouTube Video VVVkd3dBLXV6ZGNYTXZGVmoxNUlwOHp3Ljk3SWZaRGt6WEJn
Keystone Financial Group 34

Protecting Your Largest Asset (Insource)

Keystone Financial Group March 29, 2024 6:11 pm

Most of the time we don’t give any thought to insuring our health, our home, or our cars. However, many people are leaving their largest asset grossly under protected. Your largest asset is your ability to earn an income. Join Seth as he provides information about disability income insurance, group disability insurance as an employee benefit, alternatives for disability income insurance, and planning financially for when our earned income stream is taken from us. Please reach out to us to schedule an analysis of your current protection plan in your portfolio.

Most of the time we don’t give any thought to insuring our health, our home, or our cars. However, many people are leaving their largest asset grossly under protected. Your largest asset is your ability to earn an income. Join Seth as he provides information about disability income insurance, group disability insurance as an employee benefit, alternatives for disability income insurance, and planning financially for when our earned income stream is taken from us. Please reach out to us to schedule an analysis of your current protection plan in your portfolio.

YouTube Video VVVkd3dBLXV6ZGNYTXZGVmoxNUlwOHp3LnhvcDZkb3FaalRr

Protecting Your Largest Asset

Keystone Financial Group March 29, 2024 5:34 pm

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Exceeding expectations

Our purpose

Keystone Financial Group’s ultimate goal is to help exceed your expectations in the area of financial planning and investing. Working within the parameters that you provide, we seek to eliminate financial inefficiencies, and plot the most suitable route for moving from point “A” to point “B”. 

More about how we help

Service disclaimer

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

David is a Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager, and is a member of the American Academy of Financial Management. 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 & Seth Edgil offer products and services using the following business names: Keystone Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Keystone Financial Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. 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 representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS 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 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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Keystone Financial Group’s ultimate goal is to help exceed your expectations in the area of financial planning and investing.

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