Wealth Management Firm – Keystone Financial Planning
Operating from offices at 150 2nd Ave N, Suite 660 in Saint Petersburg, Florida, Keystone Financial Planning is a wealth management and financial planning firm that builds comprehensive plans intended to address the full complexity and nuance of a client’s life. The practice organizes its work around three core service areas. Wealth Accumulation focuses on building what the firm describes as a simple, strategic portfolio designed to help clients get more out of their hard work. Retirement Planning serves people who are about to retire or who have already retired, helping them work toward their financial goals. Legacy Planning helps clients create a plan that lets them see the impact of their generosity during their own lifetime rather than only afterward.
The firm emphasizes education and client empowerment, stating that its focus is always on the client and on making them smarter throughout every step of the process. Beyond planning, it makes available a set of resources including market news, financial articles, and calculators that clients and prospects can use to inform their decisions. Pricing for the firm’s work is structured around flat fees based on assets under management.
Keystone Financial Planning is registered through Commonwealth Financial Network, a member of FINRA and SIPC, and it offers both securities and advisory services as well as fixed insurance products. A Form CRS, the Client Relationship Summary, is available for client reference. The firm serves the Saint Petersburg area within the Tampa Bay region of Florida.
Prospective clients can reach the firm by phone at 727-350-6051 or by email at ppastman@keystonefinplan.com. Keystone Financial Planning also maintains a presence on Facebook, LinkedIn, and Instagram, where it shares information related to its planning services and financial education resources for individuals and families in the area.