Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
Keystone Advisory Solutions
We are a team of financial professionals dedicated to providing our clients with world-class advice and service, as they face daily decisions about today and tomorrow. We are passionate about helping individuals, families, and small business owners experience a unique, consultative planning process, designed to ensure they are prepared for all of life's most meaningful moments! Insurance to protect what is most important...investments to build for the future. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term protection and investment results.
Products & Services
Wealth Accumulation Planning
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by in
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without in
Insurance Planning
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
Our Team
Charles Kelly, Jr., CLF
Founder and CEO
Chuck previously served as the Managing Director for AIG Financial Network's Penn West Agencies.
Brian Dickerson
Senior Advisor
Brian was born and raised in Philadelphia. He owned and operated a business for 28 years installing Ceramic tile, Marble and Stone for residential and commercial construction.
Blog
Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced every month. But there is hope, and there are many easy to use tools to help you make your financial goals a reality.
Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis, absurd articles pop up criticizing lifestyles, going as far as saying that buying avocado toast is the reason so many can’t afford a house… Ridiculous, right?
