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?

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

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