We Take Your Retirement Personally

We Take Your Retirement Personally

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Schedule Your Free 15-Minute Call

Have questions about retirement planning?

Schedule a one-on-one complimentary call where you can ask the questions you need answered and we’ll provide as much value as possible in our time together.

SCHEDULE

What's Your Risk
Number?

Find out in 5 minutes.

Capture your risk tolerance to see your personalized portfolio GPA. Find out if you are Risk-Smart!

FIND OUT MORE

Schedule Your Free 15-Minute Call

Have questions about retirement planning?

Schedule a one-on-one complimentary call where you can ask the questions you need answered and we’ll provide as much value as possible in our time together.

SCHEDULE

What's Your Risk

Number?

Find out in 5 minutes.

Capture your risk tolerance to see your personalized portfolio GPA. Find out if you are Risk-Smart!

FIND OUT MORE

Our Story
And how we can help.

We believe that retirement is one of the most complicated and important financial journeys you will take in your life. Every journey requires planning, direction and goal setting. One of your most important tools is a plan. 

With over 30 years combined experience in the investments and retirement specialty, our team is committed to creating successful, individualized retirement plans using financial strategies that employ effective systems and are customized for your individual needs.

Our proprietary Retirement Roadmap process is designed to help our clients achieve peace of mind and confidence to and through their retirement years.

No two people are the same and our advisors know this better than most. Our financial knowledge and broad life experience informs our every decision. Throughout the entire planning process, we keep one goal in mind: aligning your finances with your values and goals.

Our Story

And how we can help.

We believe that retirement is one of the most complicated and important financial journeys you will take in your life. Every journey requires planning, direction and goal setting. One of your most important tools is a plan. 

With over 30 years combined experience in the investments and retirement specialty, our team is committed to creating successful, individualized retirement plans using financial strategies that employ effective systems and are customized for your individual needs.

Our proprietary Retirement Roadmap process is designed to help our clients achieve peace of mind and confidence to and through their retirement years.

No two people are the same and our advisors know this better than most. Our financial knowledge and broad life experience informs our every decision. Throughout the entire planning process, we keep one goal in mind: aligning your finances with your values and goals.

Your Retirement Roadmap

In 5 easy Steps

STEP 1

Investment Planning

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

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STEP 2

Income Planning

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.

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STEP 3

Tax Planning

We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.

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STEP 4

Long-Term Care Planning

The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.

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STEP 5

Legacy Planning

Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.

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At Keystone Financial Resources,
our sole focus is you.

MEET THE TEAM

Retirement Plans That Keep The Woman In Mind

Her Time to Retire is our educational platform with a mission to empower women to take control of their financial health and future. It is more important than ever that women be involved in retirement planning because chances are, she will be the one who will ultimately see the plan through.


We have committed to putting a special focus on the woman’s side of retirement because we recognize that the issues women face are uniquely different than men. We are committed to making sure all of your “what ifs” have been planned for many years in advance. This planning creates peace and security that you can carry with you throughout all your years in retirement.


Her Time to Retire is not only one of the services we offer here at Keystone, but it’s what we like to call a “passion project”. It was born out of a passion our partners, Glenn and Jonathan developed as they both watched women role models in their lives go down the road to retirement alone. It is now our team’s mission to bring light to the challenges women face surrounding their financial planning, and empower them to be equipped for whatever may lie ahead.

LEARN MORE

Retirement Plans That Keep The Woman In Mind

Her Time to Retire is our educational platform with a mission to empower women to take control of their financial health and future. It is more important than ever that women be involved in retirement planning because chances are, she will be the one who will ultimately see the plan through.


We have committed to putting a special focus on the woman’s side of retirement because we recognize that the issues women face are uniquely different than men. We are committed to making sure all of your “what ifs” have been planned for many years in advance. This planning creates peace and security that you can carry with you throughout all your years in retirement.


Her Time to Retire is not only one of the services we offer here at Keystone, but it’s what we like to call a “passion project”. It was born out of a passion our partners, Glenn and Jonathan developed as they both watched women role models in their lives go down the road to retirement alone. It is now our team’s mission to bring light to the challenges women face surrounding their financial planning, and empower them to be equipped for whatever may lie ahead.

LEARN MORE

Retirement Plans That Keep The Woman In Mind

Her Time to Retire is our educational platform with a mission to empower women to take control of their financial health and future. It is more important than ever that women be involved in retirement planning because chances are, she will be the one who will ultimately see the plan through.


We have committed to putting a special focus on the woman’s side of retirement because we recognize that the issues women face are uniquely different than men. We are committed to making sure all of your “what ifs” have been planned for many years in advance. This planning creates peace and security that you can carry with you throughout all your years in retirement.


Her Time to Retire is not only one of the services we offer here at Keystone, but it’s what we like to call a “passion project”. It was born out of a passion our partners, Glenn and Jonathan developed as they both watched women role models in their lives go down the road to retirement alone. It is now our team’s mission to bring light to the challenges women face surrounding their financial planning, and empower them to be equipped for whatever may lie ahead.

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Download our ‘Her Time To Retire’ Roadmap

Get information and education that can bring you peace of mind when planning for your dream retirement.

LEARN MORE

Featured Podcast & Webinar Episodes

Our Her Time to Retire podcasts and webinars are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement

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SEE ALL

Download our ‘Her Time To Retire’ Roadmap

Get information and education that can bring you peace of mind when planning for your dream retirement.

LEARN MORE

Featured Podcast & Webinar Episodes

Our Her Time to Retire podcasts and webinars are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement

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SEE ALL

Download our ‘Her Time To Retire’ Roadmap

Get information and education that can bring you peace of mind when planning for your dream retirement.

LEARN MORE

Featured Podcast & Webinar Episodes

Our Her Time to Retire podcasts and webinars are dedicated to helping women gain the knowledge, confidence, and support they need to achieve financial success and emotional fulfillment when planning for retirement

  • Lucy Miller

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We Answer Your Questions

And a whole lot more

Should We Pay Our House Off Before We Retire?

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What Does It Cost to Use a Financial Advisor?

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Are You Being Offered An Early Pension or Buyout Option?

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Are You Working with a Fiduciary Financial Advisor?

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After the Election, What’s Going to Happen to My Money?

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What Should I do With My 401(k) Once I’ve Left My Company?

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 Featured In

At Keystone Financial Resources, we're honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics.

Have a question? We're ready to help. 

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