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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Coronavirus And Its Impact On Market Volatility
As you’re aware, global markets are in a state of fluctuation. Markets don’t like shocks, and we’ve had two of them in recent months. This month our video focuses on developing an understanding of the state of fluctuation and where you can find daily empirical data to stay informed. Clearly, the world is reacting in a visceral way to the onset of COVID19. Increased volatility is having an impact on the market. We are doing all that we can, to lead from the front and be as proactive as we can, with communication of information during this time. If you haven't joined one of our daily conference calls, please do you. You'll find the dial in metrics on this page. For now, we've produced this video, and we invite you to engage with us as we assimilate information from numerous sources, so that we may best advise, and guide you through this time, toward the achievement of your objectives. -
Update To Keystone Preparedness To Coronavirus
A message from David Guttery, President of Keystone Financial Group, with an update to plans for continuation of service, and contingency plans, in light of the state of emergency declaration of last week. -
Young Adults and Financial Planning
Our newest Financial Advisor, Brandon Guttery joins me today to discuss Financial Planning for young adults and the importance of getting started early. #savingearly #FinancialWisdom -
The SECURE Act & Why it is of Importance to You
On the first of January, 2020, most of the provisions within the SECURE Act became law. SECURE is an acronym that stands for Setting Every Community Up for Retirement Enhancement.
In the video below I discuss the key provisions of the Act from the standpoint of personal financial planning. -
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.
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
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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.