Keystone Financial

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Keystone Financial Group, Inc is an independently owned Registered Investment Advisory Firm. The company was founded in 1999 by Rhonda Gilbert and Tom Savage, both CPA's, with a desire to assist their clients with all aspects of their financial lives. Rhonda and Tom have over 50 years of combined experience in accounting. As a natural part of their business, they listened to clients' investment needs/objectives and made the decision to create Keystone Financial Group, Inc Gary Fortier, also a CPA, became a partner in 2000 to give his technical expertise to Keystone. He is integral in setting up office systems, internal controls, as well as reporting software for clients. Keystone Financial Group, Inc is a firm believer in asset allocation and diversification as well as choosing investments carefully based on an investors risk tolerance, liquidity needs and investment objectives. Keystone Financial Group, Inc handles both small business investments ( Profit Sharing, 401 ( k ) Plans, and SEP IRA's ) and individual investments. Carefully selected mutual funds, ETF's, bonds, and individual stocks are the investments of choice. In addition, KFG offers Estate Planning and Life, Disability and Long-Term Care Insurance.