Who is Keystone Financial Group (KFG) – KFG is an independent firm that partners with individuals and businesses during times of transition or retirement to help get their "financial house" in order.
What do you mean by partner – KFG Advisors partner with their clients to make informed decisions through education, communication, and service. This ongoing partnership provides the foundation that allows clients to feel confident in addressing all things financial.
What type of clients do you work with – As an independent firm, KFG Advisors work with a variety of clients at different stages of their lives or careers to provide a spectrum of solutions to help each individual work toward reaching their financial goals.
What does independent mean – As an independent firm, KFG has access to a wide range of financial services and solutions through objective research to help ensure our client’s wealth is strategically managed and preserved.
Explain the KFG financial advisor’s relationship with LPL Financial - LPL Financial is simply our internal support system which holds custody of client assets, maintains client investment records and provides reporting directly to each client. LPL Financial is our internal resource for the services and support necessary to ensure that all client investment and financial needs are satisfied in a timely, efficient and effective manner.
How do I set up that meeting and what type of fees are involved – The first or first several meetings will be free. KFG advisors use the EGPRIMprocess.
- E – Establish a time to review your financial situation by contacting our office at 859.317.8316
- G – Gather the necessary personal, financial and insurance information
- P – Process, allow your KFG advisor to process the information
- R – Recommend strategies and solutions unique to the situation
- I – Implement strategies per client’s request (fees may occur)
- M – Monitor investments to ensure wealth is strategically managed/ preserved
What would be discussed during that meeting – As KFG advisors offer a variety of services, it would be beneficial to bring current information relevant to the advisement you are looking for, such as:
- Tax returns
- Investment records
- Pension statements
- Monthly budgets
- Social Security benefits
- Wills or Trusts
- Insurance Plans
Next Steps – The next steps to advisement will be determined by you during or after the initial meeting.