HERE’S OUR STORY. WE LOOK FORWARD TO HEARING YOURS.
At KeyStone Financial Resources, our sole focus is YOU.
Thinking big within a small-business infrastructure is the driving force behind our approach to retirement planning. Big concepts like retirement income, financial stability, long-term health care costs and legacy strategies can be efficiently and effectively addressed with the personal time and attention a small business offers. This is our style, and we serve people in our community who want to make financial decisions for themselves, away from the pressure of the big-name brokerages and financial institutions.
We are Glenn Price and Jonathan Scott, founding co-owners and partners of KeyStone Financial Resources. We met years ago as young men growing up in the same hometown. After attending college, Glenn began a career in the insurance industry, working for a large national insurance company for 10 years. In 2002, he decided it was time to become an independent financial professional and created Keystone Financial.
While Glenn had been pursuing an insurance career and starting Keystone Financial, Jonathan had been working in real-estate development and investing since 1994. After the real estate and stock market downturn of 2008, Jonathan was taking steps to leave the real estate and development industry. At the same time, Glenn was looking to expand the scope of the services that Keystone Financial was providing. The two decided to combine their experience and expertise by becoming partners in 2010, and their full-service planning firm, KeyStone Financial Resources, was born.
We knew the synergy of our friendship, along with our business experiences, could be powerful in building a successful advisory firm. We wanted to do something different, however, and didn’t want follow the standard model of many independent firms. We wanted to create a full-service firm and be licensed individually, enabling us to help people across a broad spectrum of investments, insurance, annuities and stock market strategies.
When we joined forces and began our private practice in January 2010, we dedicated ourselves to learning from the very best producers in the nation, and we traveled extensively to receive training from them. Today, we own one of the premier independent financial advisory practices in Middle Tennessee and are ranked yearly among the highest producers in the nation in annuities, life insurance and assets under management.
Our success story has prompted many advisors to ask us questions like “How did you do it?” and “What’s the secret?” No simple answer fully explains the way we do business. Fundamentally, we believe our success is best defined by the quality of the services we provide. We create successful, individualized retirement plans using financial strategies that employ effective systems and a dedicated mindset.
In an effort to improve the financial industry, we are involved at a national level in training other advisors to use and create proprietary systems with their clients.