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. According to a survey of retirees published by the Transamerica Institute in September 20201, fewer than two in 10 retirees have a written plan, which means more than 80% of people 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 provide that foundation through our holistic planning approach. We call it your 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 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 Transamerica Center for Retirement Studies. “Retirees and Retirement Amid COVID-19.” September 2020. https://www.transamericacenter.org/docs/default-source/retirees-survey/tcrs2020_sr_retiree-retirement-amid-covid19.pdf Accessed June 25, 2021.
Don’t Worry. Be ‘Happpy.’
We offer services to help you:
Retirement Income Strategies
Fixed Deferred Equity Indexed Annuity
Asset Protection Strategies
Long-Term Care Strategies
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.