Philosophy

THE MISSION STATEMENT OF THE KEYSTONE FINANCIAL GROUP -

* Build long lasting relationships upon foundations of trust,
* which are focused upon the best interests of the client,
* for the attainment of their financial goals,
* that embody ethical and industrial standards without compromise.


THE PURPOSE OF THE KEYSTONE FINANCIAL GROUP -

To design, implement, and monitor the road map between today and tomorrow, each being individually tailored to the client, and focused upon the efficient achievement of their goals.


THE PHILOSOPHY -

Objective driven strategies are about the achievement of goals, and not only about the making of money. This implies a balance of risk with other factors such as tax advantaged thought, time, and the characteristics of products that may be most suitable for you and the application at hand.

The goal is to accomplish the objective, while following the path of least resistance.