They Simply Fail to Plan.”
Andrew J. Cavaliere, CLTC, CSA
Our team of dedicated associates specialize in assisting clients to prepare for the unexpected as well as to plan for their financial future.
Keystone Financial Associates, LLC
We are an Independent Insurance Brokerage, which means we work for you not the insurance company.
Your family, your business and your possessions are all important to you so make sure they are protected.
We believe our clients’ financial security and quality of life deserve the utmost dedication.
Specialized Associates providing Personalized Solutions
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Using Credit Cards Wisely
Credit cards were first introduced to the public just over 40 years ago, in 1959. With the introduction of credit cards, consumers were given new choices in how to pay for costly purchases that they h...Read More
Selling Your Home
Once you have decided to try to sell your home, the next big decision you will face is whether you want to sell it yourself of go through a real estate broker. The broker usually charges 5% to 7% of...Read More
Implementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to se1ect the benefit programs they prefer. The plan offers two or more options and the emp...Read More
The Basics Of Retirement Planning
When planning your retirement, it is important to remember that money, more than any other factor, will dictate most of your retirement decisions. Your level of financial preparedness for your retir...Read More
Our clients’ financial needs & peace of mind deserve our dedication & personal attention.
Affordable term insurance and permanent coverage to fit all of our clients’ needs.
Financial professionals who offer personalized client solutions and retirement planning services.