Keystone Financial Management

 

KFM Keystone Keystone Financial Management has been helping individuals, families and businesses realize their financial goals for over 50 years. We have built a strong reputation in Pennsylvania as a leader in the financial services industry and as an innovative business partner to our clients. We provide financial guidance to nearly 100,000 clients - each with unique financial needs. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do.

We promise to help provide meaningful direction and leadership, build client confidence and add significant capabilities to the pursuit of financial and personal success. As you look to the future, you can be confident that Keystone Financial Management is committed to meeting your unique financial needs.

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

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