Services


Every client's situation is different and therefore requires customized solutions.  I start every client relationship listening to your needs, questions and objectives.  If I haven't taken the time to listen to what you want to achieve, it is impossible for me to help you.  In several instances, I listen more for "how" you say something than what you actually say. This gives me an insight into your true objectives, concerns and the prioritization of your goals.  

 

Only after I have a firm grasp of what you want to accomplish, your timeframe and how you want me to provide advice, can I help you execute a personalized financial program utilizing the following products and services:

 

  • Establishing measureable goals
  • Tracking financial progress against those goals
  • Determining risk-tolerance through Riskalyze*
  • Management of investment accounts including current 401(k)s
  • Navigation of changes in your situation, the financial markets or the economy
  • Strategies for sustainable retirement income utilizing Monte Carlo simulations**
  • Coordination of taxable income
  • Social Security benefit maximization using MaxiFi***
  • Estate and account preservation through insurance and annuity products

 

*For more information on Riskalyze including a video of how the program works, please click on About Us, Team and look under the Riskalyze section.

**For an interactive example of a retirement calculation and to read more about Monte Carlo Simulations, plesae go to About Us, Team and look under the Envestnet/Money Guide section.

***For more information on MaxiFi, please go to About Us, Team and look under the MaxiFi section

 

The range of outcomes and projected rates of return were developed by Envestnet/Money Guide utilizing what is called Monte Carlo Simulation.  Keystone Wealth Management cannot make assurance regarding the accuracy of any future prediction.  The projections of other information generated by Envestnet/Money Guide regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 

This website is intended for informational purposes only. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed.