Retirement Roadmap

Together, we can create your personal route to retirement confidence.

Choose a Different Path

If your written retirement plan doesn’t address a wide range of issues such as lifetime income, health care, tax strategies, investment market risk and legacy planning, you aren’t alone. Research shows that less than one quarter of Americans have a written retirement plan1, which means more than three-quarters of Americans don’t have a solid place to put their feet through the rises and falls of the market, their health and life.

At KeyStone Financial, we are able to help provide that foundation through our holistic planning approach. We call it your Keystone Retirement Roadmap — your own personalized path to retirement confidence that is charted in real time. Every single one of our clients receives their own unique plan.

But it doesn’t stop there. Once you are our client with a Keystone Retirement Roadmap, we are here to:

  • Identify and understand your financial concerns

  • Help address those concerns and your changing circumstances

  • Provide you with timely, accurate and helpful information

Whether you are meeting with a financial advisor for the first time or looking for a second opinion on your current situation, KeyStone Financial is here for any of your retirement planning needs.

1 Holly Deaton. RIA Intel. “Most Americans Have No Financial Plan. The Ones Who Do Praise the Benefits.” May 27, 2022. Accessed Jan. 9, 2024.

Don’t Worry. Be ‘Happpy.’

We offer services to help you:

  • Prepare

    Wealth Management
    Retirement Income Strategies
    IRA/401(k) Rollovers
    Fixed Deferred Equity Indexed Annuity

  • Preserve

    Life Insurance
    Medicare Planning
    Tax-Efficient Strategies
    Asset Preservation Strategies
    Long-Term Care Strategies

  • Provide

    IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Insurance products are offered through the insurance business KeyStone Financial. KeyStone Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by KeyStone Financial are not subject to Investment Advisor requirements. 

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