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

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

HOT TOPIC: Saving America's Storied Automakers

The White House agreed to a strings-attached loan package to help keep the Big Three out of bankruptcy. But will the measure help keep the U.S. auto industry from dragging down the U.S. economy?

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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