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

IRA and Rollover Plans

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IRA and Rollover Plans

It’s imperative that you contribute to your IRA with consistency. We’ll help you find an investment strategy that fits your budget and ensure that existing monies are rolled over.

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articles & updates

Updates from our experts

The Magnificent Ten Stocks – Boom or Bursting Bubble?

Before we get started, I’d like to state that what I’m sharing within this article...

March 19, 2025

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Post-Election Tax Changes and Economic Impact

Thankfully this election cycle is behind us, and with it I believe we have greater...

December 5, 2024

Understanding Market Volatility in 2024 – “Things Aren’t Always What They Seem”

Pre-Pandemic Levels? So far, this year has been a roller coaster of emotion and sentiment...

November 27, 2024

Behavioral Economics and Personal Finance

Understanding Behavioral Economics and Personal Finance Behavioral economics plays a significant role in how people...

November 20, 2024

Investing on a Budget: Small Steps Today, Big Impact Tomorrow

Investing on a tight budget can feel challenging, but even modest contributions can build wealth...

November 5, 2024

Market Behavior Over the Last Few Trading Days

Market behavior over the last few trading days has certainly been unnerving, and I would...

August 5, 2024

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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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