KEYSTONE RETIREMENT RESOURCES

 

 

Personalized Gold Medal Services

“A New Standard in Wealth Management”

At Keystone Retirement Resources clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.  As we said earlier, at Keystone Retirement Resources, clients come first!

 

 

The Difference

 

Some of the ways we differ from other firms include:

  • Our strong menu of Gold Medal Services which include a comprehensive review of: your tax reduction strategies; estate planning; investment plans; retirement plans; and protection plans.
  • Our frequent end regularly scheduled meetings with clients to update your specific plans and discuss your personal situations.
  • Our frequent schedule of client educational and appreciation events.
  • Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
  • Our frequent schedule of educational and appreciation events.

 

 

Tax Reduction Planning

 

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

 

 

Retirement Income & Distribution Planning

 

  • Analysis of potential estate tax liabilities
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your
  • employer retirement plans & IRAs
  • Retirement Income & Distribution Planning
  • Analysis of the beneficiaries of your IRAs
  • Review the possibilities of converting to a Roth IRA

 

 

Family Wealth Planning

 

  • Analysis of your current estate plan and concerns
  • Family Wealth Planning
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations

 

 

Client Services and Communications

 

  • Newsletter to keep you apprised of the most current planning options
  • Tri-annual, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events (including client education and appreciation events)

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Ph: 570.489.4504 | Fax: 570.489.4505

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC Advisory services through Cambridge Investment Research, Inc., a Registered Investment Adviser. Cambridge and Keystone Retirement Resources, Inc. are not affiliated.

 

Cambridge does not provide tax advice.

 

The Cambridge Investment Research Representative associated with this website may discuss and/or transact securities business only with residents of the following states:

AK, FL, IL, MT, NJ, NY, NC, PA, SC, TX

 

©Copyright 2017 Keystone Retirement Resources, Inc.