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
Choosing A Business Continuation Plan
The death of a major shareholder in a closely-held corporation can seriously interrupt continuity and profitability of the business. Surviving shareholders must struggle with how to continue the com...
Read MoreImplementing 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 MoreDeferred Compensation
In addition to providing qualified plans to employees, many business owners implement nonqualified alternatives in order to supplement retirement benefits. These selective benefit plans are generall...
Read MoreTax Qualified Plans
As a business owner, there are several reasons you might want to implement a qualified retirement plan for you and your employees. Not the least of which is that qualified plans provide numerous tax...
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.








