Keystone Financial Planning

Keystone Financial Planning is a financial planner in Keystone, Florida. The firm provides wealth management, retirement planning, legacy planning, and wealth accumulation services, and it works with clients who are building careers, raising families, and planning for retirement. Its team includes Peter Pastman, CFP, who serves as Managing Director, and Krystal Castillo, MBA, who serves as Client Relationship Manager. The firm holds a rating of 5.00 from the customers who have reviewed it. Keystone Financial Planning describes its work as simplifying the path to prosperity. As a CERTIFIED FINANCIAL PLANNER practitioner, the firm crafts straightforward investment strategies tailored to each client's goals, and as an independent advisor it holds no proprietary investments. When managing assets, the firm acts as a fiduciary, meaning its advice is in the client's best interest. Its process includes a thorough analysis of a client's entire financial landscape, presented without overwhelming clients with graphs and charts, along with easy-to-read reports and flat fees on assets under management. The firm emphasizes open communication and listening on a personal level so that a plan aligns with a client's life aspirations. It offers the tools and support clients need to make smart decisions about their financial future and to make a lasting impact, and it helps clients build simple, strategic portfolios. For those about to retire or already retired, the firm works to keep plans on course, and it helps clients create legacy plans that let them see the impact of their generosity during their lifetime. The office is at 150 2nd Ave N, Suite 660, on 2nd Ave N. Keystone Volunteer Fire Department and Keystone City Hall are both about 0.1 miles away, and Schroeder Library and the Keystone Post Office are also about 0.1 miles away. Keystone City Park is about 0.2 miles from the office, and Keystone Elementary is about 0.3 miles away. Keystone Financial Planning is known for a positive rating from the customers who have reviewed it, reflecting the experience clients have had with the firm's guidance. For clients in Keystone working through the complexity of retirement, legacy, and long-term financial decisions, Keystone Financial Planning pairs fiduciary advice with a planning process built around the individual.