(208) 390-1894

GIVE US A CALL

KEYSTONE © 2016 | Privacy Policy

TELEPHONE: +1 208 390 1894

E-MAIL:

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            

MANAGEMENT

WEALTH

Risk Mitigation

 

Diversification is best achieved by utilizing different non-correlated investment strategies, and within those strategies, different asset classes. Our approach to wealth management will complement a buy-and-hold strategy. Each investor has a unique risk tolerance. Identifying this risk tolerance is key when building a portfolio, because it allows the investor to maintain discipline when markets become volatile. It is also important to utilize efficient tax strategies to help maximize growth.

Portfolio Construction

 

We take the time to explain market valuations, numerous investment options, and help you construct a portfolio that meets your risk tolerance.

A DISCIPLINED, DIVERSIFIED, & ACTIVE APPROACH TO INVESTING

Team of Experts

 

We have partnered with leading money managers around the nation. Our wealth management team is comprised of experts with in-depth knowledge of multiple asset classes: including traditional stocks & bonds, real estate, commodities, and tactical management.

At Keystone Financial Strategies we believe the cornerstone to wealth accumulation is capital preservation and diversification.

Investment Opportunities

 

The economic landscape is constantly changing. Due to this, we are continually searching for investment opportunities that benefit our clients. As we find opportunities, we make our clients aware of those investments that meet their risk tolerance and objectives.