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TELEPHONE: +1 208 390 1894

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RPASKETT@AISGADVISOR.COM

KEYSTONE FINANCIAL STRATEGIES

3340 MERLIN DR, SUITE 100

IDAHO FALLS, ID 83404

Securities & Advisory Services Offered through: American Independent Securities Group, LLC Member FINRA/SIPC

1036 East Iron Eagle Drive, Suite 105 Eagle, Idaho 83616

Keystone Financial Strategies is not affiliated with American Independent Securities Group, LLC

FINRA   /    BROKERCHECK    /    SEC    /    SIPC            

PROCESS

OUR

STATEMENT

MISSION

RESEARCH

ANALYSIS &

US

ABOUT

We here at Keystone Financial Strategies work with clients, their family, and their business in four different phases of their overall financial lives:

 

  1st - We help them create & grow their assets.

 

  2nd - We help them protect & preserve those assets.

 

  3rd - We help them distribute those assets during life in the most tax-advantaged way.

 

  4th - We help our clients distribute those assets at death in the most tax-advantaged way.

 

In each of these four phases, we commit to being there when changes occur, and we provide comprehensive advice and strategies.

 

We do this by focusing on 13 areas that we have found to be most important to the clients we specialize in serving. We focus on the specific areas that are of concern to you, your family, and your business. We prioritize all of your issues/concerns, knowing that they will change and need to be continuously monitored and updated.

Four Phases

Short Video: Reasons to Work with a Financial Professional

Four Phases