Schedule a complimentary appointment today: 715-835-6022.

Financial Planning for the Days Ahead in Retirement

Advise.

Our team of financial advisors create personalized written retirement plans using a variety of investment and insurance products. At KeyStone Financial, we help retirees and pre-retirees in the Eau Claire area confidently approach their financial needs and concerns.

Prepare.

Investments

Wealth Management

Retirement Income Strategies

IRA/401(K) Rollovers

Fixed Deferred Equity Indexed Annuity

Protect.

Life Insurance

Medicare Planning

Tax-Efficient Strategies

Asset Protection Strategies

Long-Term Care Strategies

Provide.

IRA Legacy Planning

Serve.

Our goal is to serve our clients well throughout the retirement planning process— and not just with the financial aspect. However, we certainly do that to the best of our ability; financial advising requires a high level of trust, and we do not take that lightly.

As an independent financial firm located in Eau Claire, we are not locked into one company’s products and services— unlike the major national financial firms. We have a wonderful relationship with all of our partners that help us deliver a wider range of products and services to our clients.

Since we have both investment and insurance licenses and have no broker dealer, we are able to focus on holistic retirement planning. This means that we are able to offer retirement plans that include a variety of products for retirees and pre-retirees in Eau Claire and the surrounding West Central Wisconsin area.

Grow.

As we advise and serve our clients, it is our hope that we are able to develop lifelong relationships that are rooted in trust.

Your financial needs and concerns are not black and white, so you deserve to have them addressed in a unique way. That’s why at KeyStone Financial, our focus is you.

Schedule your no-obligation, complimentary appointment with us today by calling 715-835-6022, or by requesting an appointment here.

Your personalized written retirement plan:


Recent Blog Posts & Radio Shows

Sometimes it feels as though we don’t learn from our past financial mistakes. Back in 2008, as a contributor to the recession, consumer debt reached a record high of $12.68 trillion. As of the end of the second quarter in 2019, Americans surpassed that number by $1.2 trillion; we now stand at $13.86 trillion in… Read More

Continue Reading

If you are retired or planning to retire soon, you may still have some work to do. For example, it’s smart to have a readily accessible emergency savings fund that can pay for three to six months’ worth of living expenses, if necessary. You should also consider what insurance policies you may need to help… Read More

Continue Reading

Retirement is one of the most important life stages a person will go through, and with people living longer, the need to properly plan for retirement is critical. This can be a daunting undertaking. In this show, we’ll look at some key points that can help get you on the right track to planning a… Read More

Continue Reading

What does your retirement plan include?

Get your retirement roadmap