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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Platform Agnostic Wealth Management
David Guttery, President of Keystone Financial Group discusses what it means to be a platform agnostic wealth manager. -
End Of The Year Financial Planning Ideas
Spend a few minutes at the end of 2019 to manage your finances to prevent problems for yourself later on. Required Minimum Distributions, loss harvesting, and retirement plan contributions are three top items to check-off your list. -
Psychological and Emotional Behavior of Investors
There is a direct correlation between successfully achieving long term investment objectives, and being able to successfully manage the emotional and behavioral aspects of market fluctuation. -
Non-Investment Risk Management
Is Long-Term Care Insurance worth the cost? -
Managing Market Volatility
Managing Market Volatility for Long Term Investing -
Thoughts On Recent Volatility
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.