Keystone Financial Edge, Inc
About
Here at Keystone Financial Edge, we start by taking a look at your current financial situation as it stands today, and learn where you would like to be in the future. Then we create unique solutions based on your plans designed for your financial success.
Are you serious about planning for your future, and do you want an experienced professional to help you make smart decisions?
Contact us today to schedule your free consultation session.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We seek to learn what you want to accomplish financially. We take a look at your current resources and then provide advice and recommendations to help you pursue your goals.
What education and/or training do you have that relates to your work?
Over 30 years in financial planning
CFP(R) - Certified Financial Planner (TM) Certificant
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing depends on your level of engagement, starting from $0 to $10,000.
What types of customers have you worked with?
We work with professionals of all ages, educators, business owners, etc.
What questions should customers think through before talking to pros about their needs?
Know what's important to you about your money and what would you like your money to do for you. Then talk to a seasoned professional to design a plan for you to reach for your goals.