Our Founder
“People Do Not Plan to Fail,
They Simply Fail to Plan.”

Our Founder

Andrew J. Cavaliere, CLTC, CSA
Managing Agent
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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
Welcome To
Keystone Financial Associates, LLC
We are an Independent Insurance Brokerage, which means we work for you not the insurance company.
Our Services
Our Services
Your family, your business and your possessions are all important to you so make sure they are protected.
Our Clients
Our Clients
We believe our clients’ financial security and quality of life deserve the utmost dedication.
Contact Us
Contact Us
Specialized Associates providing Personalized Solutions

Latest News

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...

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...

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...

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...
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Smarter Decisions

Design template Our clients’ financial needs & peace of mind deserve our dedication & personal attention.

Lifelong Protection

Documentation Affordable term insurance and permanent coverage to fit all of our clients’ needs.

Specialized Associates

Our Team Financial professionals who offer personalized client solutions and retirement planning services.