Video Market Commentary
Market Wrap-up
Keystone Financial Group knows that their clients desire the most up-to-date information available. Because of this, we invest in creating informational videos to give you the most actionable information that we find as we watch the financial markets.
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You'll Play Like You Practice
You’ll Play Like You Practice. This is part one in a series of four videos within which we’ll take the life lessons of sports, and draw analogies to successful, objective driven investment best practices. -
Retirement Income Planning and The Labyrinth Game
Retirement income planning is deliberate, intentional, and re calibrated often. The generation of retirement income on a consistent basis requires a steady hand, and precision when navigating economic and market related headwinds. -
Money Management Is A Vital Part Of A Holistic Financial Plan
A money management and leveraging strategy is a critical part of a holistic financial plan. -
Section 529 College Savings Plans
Thoughts on using a Section 529 Plan as a vehicle for the expenses of higher education. -
2019 Economic and Market Outlook
An overview of current economic trends, market volatility, and thoughts about how investors should approach the new year. -
Financial Guidance For Catastrophic Events Like Death, Sickness, Divorce
This is a high level discussion about financial considerations when facing catastrophic life events such as death, sickness, disability, and divorce.
Our Process
Gain Understanding
We ask precise questions, so that we may best understand your areas of interest and goals for the future.
Financial Blueprints
We use this information to tailor a financial blueprint, designed to most efficiently bring those goals to fruition.
Product Matching
Keystone will represent to you the financial products through the extensive network of the UNIFI companies.
Ongoing Services
We’ll develop our relationship through services such as monitoring, reporting, and administration.
More Info
Keystone Financial Group is here for you when you need us. Please feel free to fill out the form for general inquiries concerning our products, support, or help with purchasing our products. Thank you for your interest in our services!
Hours of Operation: 8am-5pm M-F
Phone: (205) 655-7526
Address:
Services Disclaimer
For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.