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

College Savings Plans

We’ll help ensure that when the time comes, you’re children or loved ones will have the college funds necessary for the pursuit of higher education.

Start College Savings Plan

Personal Money Management

We offer a personalized money manegement service that includes unlimited check writing and debit card availability, drawn from your brokerage or money market account.

Start Money Services

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.

Start an IRA

Financial Blueprints

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.

Start a Blueprint

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.

Setup A Deffered Comp Plan

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.

Setup Employee Insurance Plans

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.

Setup 401K and IRA Plans

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.

Setup Ownership Transfer Plans

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:

8178 Gadsden Highway – Suite 104
TrussvilleAL 35173

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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.