Our Services
Our Services Overview
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”.
Creative Tax Advantaged Thinking
Following the considerable tax reform of the last decade, very few tax advantaged vehicles remain available to investors, who seek the return of equities, with maximum tax advantages.
Each vehicle, and each investor is distinctively different. Each client has unique goals, circumstances, tax brackets, time frames, and risk tolerances. Keystone Financial Group provides an in-depth education, designed to help these clients customize the best mix of these vehicles, to best fit their situations.
Services for Individuals
Services for Corporations
Deferred Comp Plans
We’ll help you ensure that when the time comes, you’re children or loved ones will have the college funds necessary for the pursuit of higher education.
Employee Insurance Plans
We offer a personalized money manegement service that includes unlimited check writing and debit card availability, drawn from your brokerage or money market account.
401K and IRA Plans
It’s imperitive that you contribute to your IRA with consistency. We’ll help you find an investment startegy that fits your budget and ensure that existing monies are rolled over.
Ownership Transfer Plans
Going one step further, we’ll create strategies and financial blueprints through the use of such tools as Financial Profiles that will ensure your future financial success.
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
We 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.