Why Us

KFM Keystone

Keystone Financial Management is a distinctive family of companies that provides products and services for financial planning and consulting designed to build and protect your financial wealth. Through the applied resources of its three entities, Keystone Financial Management brings value to companies and individuals by helping them create a unified financial approach to accumulating and preserving wealth.

Our organization offers a wide range of products and services for wealth management, business and succession planning, retirement planning and compensation design solutions. These products and services become tools in helping our clients achieve clear and meaningful goals and are offered though the following:

Keystone Financial Management, Ltd. - helps individuals build and protect personal wealth by offering a broad range of products that provide our representatives with the ability to represent the best and most appropriate solutions for our clients through a variety of companies

Keystone Benefit Solutions - evaluates and designs Executive Compensation Strategies and Employee Benefit Packages.

Keystone Education Services - provides four information-packed financial education workshop sessions designed to help people achieve financial security.

In addition, Keystone Financial Management is an independent office of John Hancock Financial Network (JHFN) and through our relationship with JHFN we offer insurance, investments and financial planning with these companies:

Signator Investors, Inc. - a broker/dealer and registered investment advisor, offering a wide range of investment products through our Registered Representatives and provides fee based advisory accounts and fee based financial planning though qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program.

John Hancock Life Insurance Company - provides life and long-term care insurance and annuities to meet the protection needs of our clients.

Keystone Financial Management also provides insurance products from a wide range of companies to address clients' special needs or high-risk situations.