Our Founder
They Simply Fail to Plan.”
Our team of dedicated associates specialize in assisting clients to prepare for the unexpected as well as to plan for their financial future.
Welcome To
Keystone Financial Associates, LLC
We are an Independent Insurance Brokerage, which means we work for you not the insurance company.
Our Services
Your family, your business and your possessions are all important to you so make sure they are protected.
Our Clients
We believe our clients’ financial security and quality of life deserve the utmost dedication.
Contact Us
Specialized Associates providing Personalized Solutions
Latest News
Gift Giving Strategies
The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their propert...
Read MoreImplementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to select the benefit programs they prefer.
...
Read MoreLiving Expenses In Retirement
In order to plan realistically for the future you need to have a clear understanding of what money you need when you retire. This will include the cost of living and special activities you will have...
Read MoreLife Insurance Basics
The Basics
Why do I need Life Insurance?
Life insurance is an essential part of financial planning. One reason most people buy life insurance is to replace income that would be lost with the death...
Read MoreGet a Quote
Smarter Decisions
Our clients’ financial needs & peace of mind deserve our dedication & personal attention.
Lifelong Protection
Affordable term insurance and permanent coverage to fit all of our clients’ needs.
Specialized Associates
Financial professionals who offer personalized client solutions and retirement planning services.
