Our Services

The financial managment process at Keystone Financial Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objective, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're comfortable with the financial suggestions we make.

Some of the services we offer:

1) College Funding*

2) Tax Management**

3) Investments*

4) Retirement Planning*

5) Estate Conservation

6) Debt Elimination

7) Risk Management

8) Cash Management*

9) Charitable Giving

10) 401K Rollovers*

*Services are offered through Hornor, Townsend & Kent, Inc.