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
Living 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 MoreCharitable Remainder Trusts
A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income producing assets, without income tax liability. The Charitable Remainder Trust is an ...
Read MoreLife Cycle Planning
Financial planning means something different to everyone. For some, it's about getting by on their paycheck, for others it's about watching the stock market each day.
Unfortunately, very few of us ...
Read MoreMedicare Advantage
Medicare Advantage Plans are health plan options that are approved by Medicare but run by private companies. They are part of the Medicare Program, and sometimes called "Part C." When you join a Med...
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.