We believe life is meant to be lived. Really lived. With full purpose. Your investments and financial plans should reflect that. At Keystone Financial Planning, we look at your total life situation and not just your money to ensure your wealth achieves what matters most to you - for now and in the future.
Keystone Financial Planning's mission is to create a more personalized approach. We want to spend a great deal of quality time on client's needs. We believe that the old model of lots of fees with little service doesn't align with what should be happening in financial planning. As an independent advisor, we can implement newer methodologies and leading programs within the industry to provide more thorough support to our clients.
Keystone Financial Planning's mission is to create a more personalized approach. We want to spend a great deal of quality time on client's needs. We believe that the old model of lots of fees with little service doesn't align with what should be happening in financial planning. As an independent advisor, we can implement newer methodologies and leading programs within the industry to provide more thorough support to our clients.
Services
We believe that it's our job to be more than just your advisor. We must also be your cheerleader, confidant, and guide on your journey to retirement. Sometimes the path will be smooth, and sometimes you'll run into obstacles along the way. It's our job to help you navigate the unexpected twists and turns of life and keep you on the right path.
We utilize the Bucket Plan Best Interest Process, an approach designed to reduce risk and help clients reach their immediate, short-term and long-term goals. The Bucket Plan can be utilized based on your specific needs, no matter what life stage you're in. Have an emergency or large planned purchase?
Julie started the firm after more than 23 years in the financial services industry. She began her career in disability insurance, where she found it very satisfying to help those who were sick or hurt and unable to make ends meet. Transitioning to full-scale financial planning enabled Julie to pursue her passion: educating clients on all things financial.
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