Our mission is to provide principal preservation of your portfolio while distributing income and maximizing growth.

We believe a holistic approach is essential to your financial success. That is why we do not make any investment decisions until first considering the following:

 

ESTATE PLANNING: to pass on what you want, to whom you desire

TAX PLANNING: to maximize net income

INVESTMENT PLANNING: to minimize risk and maximize reward as it is most suitable

RETIREMENT INCOME PLANNING: to maximize desired income consistent with other objectives

RISK MANAGEMENT: Protection of your assets

 

Facing retirement can be overwhelming, but we are committed to understanding your unique needs as investors.  Beginning each process by listening to you and your concerns equips us to service you in the most appropriate way.  With our objective understanding of the financial world and our extensive experience, we are committed to providing you with honest communication and personal service. We hold ourselves to the highest standards of business integrity and our principles define our character and guide us to honor and respect the personal ideals and beliefs of each client we serve.

 

The Keystone Difference

We regularly engage in due diligence investigations to keep up with the evolving financial markets; as avid learners, we participate in professional mentor groups to stay informed.

We emphasize open and honest dialogue, embrace the latest technology, and find new ways to provide greater value. We strive to maintain the highest degree of integrity, through our commitment to fulfilling our role as your trusted advisor – always putting your needs first.

 

 

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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.