fbpx
Schedule an 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

You are the captain of your own retirement and just as much as a captain of a ship does, you make the decisions for the direction you choose, navigate the storms that will come your way and anything else that may happen while you’re adrift. But a captain always has someone by his side to… Read More

Continue Reading

A promising way to jumpstart the U.S. economy is by helping more entrepreneurs establish their own businesses. The 30.2 million U.S. small businesses represent 99.9 percent of all businesses in this country. They employ nearly half (47.5 percent) of America’s total workforce.1 If you need further proof that small businesses can provide an economic boost,… Read More

Continue Reading

The baby boom generation is the demographic engine that has driven U.S. economic growth over the past 50 years. But now, as boomers work less, spend less, retire and draw on retirement funds, that baton is being handed over to Generation X and millennials. The economy is fueled by consumer spending, so the people who… Read More

Continue Reading

What does your retirement plan include?

Get your retirement roadmap