Keystone Financial Group LLC

About

KFG offers services in comprehensive financial planning, retirement planning, portfolio management, risk management, estate planning, and charitable giving.

Story

Why Keystone?
Key-stone\ke-stone\: central supporting element of a larger structure.

KFG is an independent financial service organization that works with individuals and businesses to develop strategies for financial needs. We offer services in comprehensive wealth management, portfolio management, retirement income and planning, estate planning, insurance planning and charitable giving.


Mission
Our mission is to partner with our clients to make informed decisions through education, communication and service that exceed client expectations. This ongoing partnership will provide the foundation for our clients to feel confident in addressing all things financial.

Securities offered through LPL Financial,
Member FINRA/SIPC


Keystone Financial Group (KFG) was founded in 2008 and currently manages $250 million of client assets through LPL Financial. As an independent firm, KFG has access to a wide range of financial services and unbiased research to help ensure our client’s wealth is strategically managed and protected.

KFG advisors partner with their clients to gain a complete understanding of their financial goals and then work to develop and implement a strategy to pursue these goals. We value our clients and believe that open and frequent communication is an essential requirement for our successful partnership. It is our privilege to serve our clients and we appreciate the trust they have placed in us.

Access to Investments
*Mutual Funds & Exchange Traded Funds.
*Stocks
*CDs, Taxable and Tax Free Bonds
*Unit Investment Trusts & REITs
*Variable, Fixed, & Immediate Annuities
*Life, Health and Longterm Care Insurance

Wealth Advisors

Tim Jenkins, CFP®
Toby Jenkins, MS, CFP®
Mike Kretz, AAMS®
Gary Anderson, AAMS®
Ron L. Brown, AAMS®
Chrysantha Clark, CFP®
Mohua "Mou" Das, Ph.D., CFP®
Grover Mollineaux, AAMS®
Preston L. Rogers
RB Slade
Seward Totty
Jessica Tretter


Staff Support

Sarah Hoffman
Office Manager

Jill Gookin
Client Relations Manager

Susie Henderson
Client Services Associate

Disclaimers

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which KFG is registered to do business , please visit www.keystoneky.com.