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You're Invited

Today’s retirement is different.

It’s not the final chapter in the book of life but rather a new beginning ... a second act. Join us at one of our workshops to see how we can help you with your retirement plan.

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Keystone Financial Resources in the Media

Keystone Financial Resources in the Media

At Keystone Financial Resources, we're honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics.

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Serving Middle Tennessee since 2010

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

We've been serving Middle Tennessee pre-retirees and retirees for almost 10 years, and we’re excited to help you prepare for every eventuality, no matter what.


Keystone Retirement Roadmap

Your goals, our strategy

  • Income Plan

    Enjoy the fruits of your labor. We can help you build a retirement income strategy that is sure to help you spend more time doing the things you love. Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

  • Investment Plan

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Tax Plan

    Our dedicated professionals can help protect your retirement by using strategies to help shelter your investments from tax liabilities.

  • Health Care Plan

    We provide a holistic and proactive approach to your retirement strategies. This includes making sure your health is a priority as you age. We work hard to assure that you will be taken care of in the event that you or your spouse should need long term care.

  • Legacy Plan

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 25 years of collective experience, and partnering with a trusted attorney, we'll help secure your legacy for generations to come.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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YOU ARE NOT ALONE

Our advisors are here to answer those looming questions you may have during these uncertain times. Here are some FAQs you may need assistance with:

  1. Are my assets safe?
  2. What am I supposed to do with my accounts that aren't looking good?
  3. Should I move to cash?
  4. Can I still retire, or should I wait until the market is up?
  5. What long-term impacts do you see?

Let's talk! Although we are not meeting in person, we are continuing to serve you with several virtual options.

Click below to book your free, personalized retirement review with our team!

Book Now