FAQs
Who is Keystone Retirement Resources' broker/dealer?
We partner with a reputable broker/dealer to provide investment and insurance products. Our broker-dealer is Cambridge Investment Research, Inc., a nationally recognized independent broker-dealer. Learn more about Cambridge.
What does it mean to have "discretion" over my accounts?
“Discretion” refers to the authority to make investment decisions on your behalf within agreed-upon parameters outlined in a formal agreement.
How are you paid?
We are compensated in a few ways, such as commissions on certain investment products or a fee based on a percentage of assets under management. We will provide a clear explanation of our fee structure before we begin working together.
Are you a fiduciary?
Yes, we act as a fiduciary, which means we have a legal obligation to prioritize your best interests above all else when making investment decisions.
How often will Keystone Retirement meet with me?
We send reminders throughout the year for reviews, but you’re welcome to contact us anytime for questions or account reviews.
How often can I expect you to trade in my account(s)?
Our trading frequency depends on your risk tolerance and investment goals. We discuss this in detail and establish a suitable investment philosophy for you.
Will Keystone Retirement work with my existing team of professionals?
Absolutely! We believe in collaboration and are happy to work with your existing financial professionals, such as your accountant or attorney.
Why should I hire you instead of doing it myself?
Financial planning is complex and navigating it alone can be overwhelming. We provide expert guidance, access to a wider range of investment options, and ongoing support to ensure you reach your retirement goals.
Have more questions? Don’t hesitate to reach out to our team to ask!
Contact Us
Ready to Get Started?
Contact Keystone Retirement Resources today to schedule a free consultation and discuss how we can help you achieve your vision for a secure and fulfilling retirement. We look forward to partnering with you on your journey!