The KEYSTONE FINANCIAL STRATEGIES Group

"There are risks and costs in a program of action, but they are far less than the long-range risks and costs of comfortable inaction"                                   JFK     

 

We  are  The  KEYSTONE  FINANCIAL  STRATEGIES  Group . . .   welcome to our  web-site.    Here we extend our hand of friendship and offer our professional partnership.

We hope your visit here will help you understand the opportunities, benefits and rewards in taking a proactive approach in addressing your financial goals and objectives.  Our firm is here to help you walk through the basic concepts of risk management, asset allocation, retirement planning and estate conservation.  Our firm is here to help educate you, to answer your questions and to provide the appropriate recommendations and strategies when requested.

We look forward to the opportunity of having you as a valued client and forging a lasting partnership.

C. Sam Handlee  CFP®, AEP, AIF, CLU, ChFC, MPA, MSFS

Managing Principal - The KEYSTONE FINANCIAL STRATEGIES Group