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Client Services

KFG Advisors offer 'solution based' advice that is customized to each individual client. For more information about our client experience, visit FAQ’s.

  • Comprehensive Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Estate Planning
  • Education Planning
  • 401ks, IRAs, Trust Accounts, and more
  • Insurance planning
  • Charitable Giving
  • Risk Management

 

Why Keystone?

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


Keystone Financial Group (KFG) is an independent financial service organization.

The mission of KFG is to partner with our clients through education, communication, and service that exceed client expectations.

This ongoing partnership provides the foundation for KFG clients to feel confident in addressing all things financial.

 

Our Wealth Advisors

KFG Advisors have access to wide range of financial services and unbiased research to help ensure our client’s wealth is strategically managed and protected.

For information about our advisors in Lexington, KY and our new office in Somerset, KY - visit Our Team.

 

 

 

 

 

KFG Upcoming Events

KFG Welcomes New Advisors

Ed Cox, Allan Watts, and Steve Seals


KFG opens office in Somerset

 
 
2014 Mid-Year Economic Outlook
July 31, 2014 at 6:00pm
 
Quarterly Birthday Celebration
July 31, 2014 6:30 pm
Bronte Bistro at Joseph-Beth

Getting Started

 
Click here for more information on getting started with the advisors at Keystone Financial Group.
 
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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 Long Term Care Insurance

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial. Member of Securities Investor Protection Corporation (SIPC).  For an explanatory brochure, please visit www.sipc.org.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, WA, WI, WV