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1624 Hausman Road
Allentown,
PA 18104
Phone: 610-530-2112
FAX: 610-530-8672
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 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 through 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.
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 through the following companies:
Signator Investors, Inc. - a broker/dealer and a 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 through 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.
In addition, Keystone Financial Management provides insurance products from a wide range of companies to address clients’ special needs or high-risk situations.
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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.
More Calculators>>>
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Money and the Battle of the Sexes
When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.
Fuel for the Economy
The world has become so dependent on oil that most economies simply could not exist in their present forms without it.
The Savings Scare That Wasn’t
Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.
Where Will You Roll?
An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.
More Newsletters>>>
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May 16, 2008 @ 11:28 AM
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1624 HAUSMAN ROAD
- ALLENTOWN, PA 18104
- 610-530-2112
We are licensed to sell Insurance Products in
the following states:
Arizona, Colorado, Connecticut, DC, Delaware, Florida, Idaho, Illinois, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont.
We are registered to sell Securities
in the following states:
Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Missouri, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wyoming.
John Hancock Financial Network is a service mark of John Hancock Life Insurance Company and its affiliated companies.
Signator Advisory Group is a service mark of Signator Investors, Inc.
Insurance products offered through John Hancock Life Insurance Company, Boston, MA 02117.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.
Important Legal Information
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