Four Phases


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.

Short Video: Reasons to Work with a Financial Professional