Keystone Financial Planning offers comprehensive financial planning and asset management services to a select clientele nationwide. Our services, as listed below, are designed to meet the needs of high net worth clients—those who have at least $800,000 in investable assets.

 

Because we limit our services to a select group of clients, we can provide personalized, attentive service to each of our clients. We strive to build close, long-term relationships with our clients. We place a strong emphasis on client education, which is provided through our website, monthly electronic newsletters, quarterly letters, e-mails, and annual reviews. We communicate with our clients on a regular basis through telephone, e-mail, mail, and face-to-face meetings. We are always looking for feedback so that we can improve the quality and value of our services.

 

 

Keystone Financial Planning offers new clients the opportunity to do a comprehensive financial plan. This plan includes a detailed review of your personal and financial goals, a cash flow analysis, tax planning, education planning, retirement planning, an insurance analysis, estate planning, and an investment evaluation (please click here  for more information about each of these areas). We provide you with a written summary, a task list that you should begin working on, and a recommended investment allocation based upon your specific situation and risk tolerance. Before we can start working on your comprehensive financial plan, you will need to sign a Comprehensive Financial Planning Agreement .

 

 

Keystone Financial Planning offers asset management  services. These services include our investment process, monthly account reviews, quarterly performance reports, and year-end tax reporting. Before starting, you will need to sign an Investment Advisory Agreement  .

 

 

Keystone Financial Planning offers hourly financial planning services. These services are available to asset management clients who may or may not have completed a comprehensive financial plan. Hourly financial planning services are available anytime throughout the year, but you would mainly use them during your annual review. In order to begin these services, you will need to sign an Hourly Financial Planning Agreement .

   

Please click here   to see the fee schedule for our services.