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. 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.

retirement-roadmap

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:

  • Prepare


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

  • Preserve


    Life Insurance
    Medicare Planning
    Tax-Efficient Strategies
    Asset Protection 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.

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