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Keystone Financial Planning
is committed to helping our clients find
freedom and peace in their financial lives.
Keystone Financial Planning accomplishes this mission by
adhering to these important principles: |
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 Regular client communication and highly personalized service |
| Focus on personal and financial goal achievement |
| Comprehensive fee-only financial planning |
| Institutional quality asset management using low-cost, passively managed mutual funds |
| Strong emphasis on client education |
| Full disclosure of fees and any potential conflicts of interest |
| Protection of client confidentiality |
Strict observance of the Certified Financial Planners Board of Standards Code of
Ethics and Professional Responsibility |
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Mission Statement
Macungie, PA 18062
