Keystone Financial Group

Trusted financial guidance. Built to serve you.

Choosing a Financial Advisor


KFG provides objective, integrated financial advice for individuals and businesses in a simple yet comprehensive approach. Having an objective, CERTIFIED FINANCIAL PLANNER™ assist you with your plan has a positive impact on outcomes. Vanguard has done extensive research on this topic. The Vanguard whitepaper is available here.

Download the Whitepaper

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.

Access BrokerCheck

Asset Map & Other Tools

Most financial advisors take their clients information and present their findings in spreadsheets or in 75 page “Financial Plans”. Our experience has been that most people want a simplified and concise output of their current financial situation and easy to follow steps on how to make improvements in their planning. We use a unique program called Asset Map to do just that.

Comprehensive Financial Services


Are you turning 65 and have questions with Medicare planning?

Meet with an Advisor