About Us

We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our clients' trusted advisors. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term protection and investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client, and we do this with the highest levels of trust, integrity, and respect while always collaborating using a team approach.

Keystone Advisory Solutions, LLC is a consumer focused Insurance Brokerage company that specializes in new Living Benefit life insurance and tax favored retirement income product solutions. We offer a powerful differentiated approach to designing unique, customized solutions to serve the needs of America’s broad middle class and main street business owners. We have partnered with the leading carriers in the industry to create a broad portfolio of the top Living Benefit and retirement solutions for our clients.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now and that plans for the future in a tax-efficient manner. It is my goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness, or death. The plan must also aim to build the maximum it can via a solid, tax-efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams, and retirement. This plan will entail a regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

Define customized short- and long-term goals that ensure you choose only the right financial products and services.
Identify roadblocks or gaps that might impact your financial planning strategy
Continuously monitor your plan to ensure it meets your changing needs.

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

What is Financial Security Planning?

Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals and helping protect the most important things in your life.
As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

Prepare for a secure, comfortable retirement or minimize your current taxes
Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
Provide for your loved ones or heirs in the event of death, disability, or critical illness.
Protect your business and your employees through affordable benefits

Our Philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, and social security laws in order to provide you with the best financial advice for your particular situation.

Our Heritage
LiveAmerica, a national marketing organization, is led by its founder, president, and CEO, Jim Mallon. Jim served as President and CEO of the American General Life and Accident Insurance Company and Global Head of Life Insurance with AIG Life Insurance. He was also President of National Life and Life of the Southwest. He formed LiveAmerica in 2016 and invited Chuck Kelly and his Keystone Advisory Solutions team, along with eight others, to become one of its founding partners. Together they form one of America’s leaders in living benefit insurance solutions and providing new and innovative solutions for customers. You can learn more about LiveAmerica and the other Founding Partners by visiting their website.
LiveAmerica.com