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Someday is Here.

Now is Your Time.

We believe life is meant to be lived. Really lived. With full purpose. Your investments and financial plans should reflect that. At Keystone Financial Planning, we look at your total life situation and not just your money to ensure your wealth achieves what matters most to you - for now and in the future.

Keystone Financial Planning’s mission is to create a more personalized approach. We want to spend a great deal of quality time on client’s needs. We believe that the old model of lots of fees with little service doesn’t align with what should be happening in financial planning. As an independent advisor, we can implement newer methodologies and leading programs within the industry to provide more thorough support to our clients.

At Keystone Financial, we help clients live life to the fullest 

YOUR FINANCIAL PARTNER

From income and investments to health care planning and tax strategies, we provide answers to the big questions you have about managing your money, both now and in retirement.

BEYOND THE MONEY

Your financial health is just one part of a total well-being. We dive deeper with clients, discovering what they want from life and helping build the finances to achieve it.

HIGHER STANDARD OF CARE

As an independent firm, acting in your best interest drives everything we do. Our boutique approach allows us to spend more time with clients, discovering your dreams, finding out your goals, and discovering what makes you you.

PIECES OF THE PUZZLE

Our holistic approach looks at every aspect of your finances, carefully choosing products and services that work together to get you to your specific goals. 

COMMITTED TO SERVING THE FINANCIAL NEEDS OF WOMEN

Financial Planning That’s Not One-Size-Fits All

Women face unique challenges when it comes to money: Longer lives, smaller paychecks, and more time off work to take care of others can leave many women on shaky ground during their later years. That’s why we’ve partnered with Woman’s Worth®, a unique program providing advice tailored to women and their unique needs. This innovative approach allows us to go beyond traditional planning, focusing on the financial, emotional and physical issues that work together for total well-being. 

COMMITTED TO SERVING THE FINANCIAL NEEDS OF WOMEN

Financial Planning That’s Not One-Size-Fits All

Women face unique challenges when it comes to money: Longer lives, smaller paychecks, and more time off work to take care of others can leave many women on shaky ground during their later years. That’s why we’ve partnered with Woman’s Worth®, a unique program providing advice tailored to women and their unique needs. This innovative approach allows us to go beyond traditional planning, focusing on the financial, emotional and physical issues that work together for total well-being. 

We believe knowledge is the first step towards

financial success

Providing Comprehensive Financial Education

We are a proud member of the American Financial Education Alliance and as a financial coach & educator, we providing comprehensive financial education to Americans who want to take control of their finances in and around Richmond. 

Join us for an educational event 
When it comes to your financial future, knowledge is the critical first step. 
Complete the information below, and we'll send you details about our next event.

KEYSTONE FINANCIAL PLANNING

2405 Anderson Highway, Suite A | Powhatan, VA 23139

julie.manning@keystoneplanner.com            (804-376-7544

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© 2019 Keystone Financial Planning. All Rights Reserved

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Keystone Financial Planning and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Keystone Financial Planning are not affiliated with PCA.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. The Retirement Income Certified Professional (RICP®) certification is a professional designation provided by The American College of Financial Services, Bryn Mawr, PA.  To receive the designation, the individual must complete a minimum of three college-level courses which cover information such as retirement income planning, retirement portfolio management techniques and mitigation of plan risks to the proper uses of annuities, employer sponsored benefits, and determining the best Social Security claiming age.  In addition, the individual must pass an examination, have three years of financial services experience and adhere to the American College’s Code of Ethics. The American College can disallow use of the RICP® if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements.