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End Of The Year Financial Planning Considerations

by David Guttery | Nov 19, 2019 | Uncategorized

End Of The Year Financial Planning Considerations Let me preface my comments by saying that the following information is sourced from the 2019 Tax Code. Everyone reading this should consult a tax professional for individual guidance before following the ideas...

Non-Investment Risk Management: Weighing the Costs Versus Benefits

by David Guttery | Sep 20, 2019 | Uncategorized

Non-Investment Risk Management: Weighing the Costs Versus Benefits We have focused quite a bit on the market as of late so let’s move on the something a bit different; non-investment risk management. Frankly, needs of long-term care can fall upon anyone, not just...

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

by David Guttery | Jul 30, 2019 | The Keystone, Uncategorized

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 axioms in life.  One that is particularly applicable to basketball...

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Recent Posts

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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. 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.

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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 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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