Services About Client Login Keystone Financial Group Trusted financial guidance. Built to serve you. Learn More Meet with an Advisor Choosing a Financial Advisor KFG provides objective, integrated financial advice for individuals and businesses in a simple yet comprehensive approach. Having an objective, CERTIFIED FINANCIAL PLANNER™ assist you with your plan has a positive impact on outcomes. Vanguard has done extensive research on this topic. The Vanguard whitepaper is available here. Download the Whitepaper BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms. Access BrokerCheck Asset Map & Other Tools Most financial advisors take their clients information and present their findings in spreadsheets or in 75 page “Financial Plans”. Our experience has been that most people want a simplified and concise output of their current financial situation and easy to follow steps on how to make improvements in their planning. We use a unique program called Asset Map to do just that. Comprehensive Financial Services Insurance Services Protect against risk with adequate and cost effective coverage. Retirement Planning Maximizing your portfolio to secure a comfortable retirement. Budget and Savings Identify spending to improve cash flows for saving. Education Funding Effectively invest to maximize availability for financial aid. Employee Benefits Creating attractive Health and Wellness plans for SMB owners for their employees. Are you turning 65 and have questions with Medicare planning? Meet with an Advisor KEYSTONE FINANCIAL GROUP 305 Exton Commons Exton, PA 19341 610-363-4000 Phone 484-713-5090 Fax SERVICES Budget and Savings Employee Benefits Education Funding Insurance Services Retirement Planning ABOUT US Our Team Disclaimers