Wealth Management

No matter where you are, building wealth takes patience and planning. Luckily, we’re good at both.

Let’s start with a common misconception: that wealth management is only for people who are already wealthy. Nothing could be further from the truth. Anyone, regardless of current income or savings, can and should build for a stronger financial future.

That process begins with a clear understanding of your goals and aspirations. The next step is to create a plan that’ll make those goals and aspirations a reality. With plans that can cover every kind of financial event or outcome, we’ll give you the tools to make your saving and investment plans match your needs.

We’ll help you to create, understand, and implement your path to financial security. With Keystone Financial Group, it doesn’t matter where you are now. What matters is where you want to be.

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Investment Management

  • Strategy development
  • Retirement planning
  • Wealth management
  • Brokerage services

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Individual Retirement Accounts

  • Traditional IRAs
  • Roth IRAs
  • Rollover services
  • Self-employed retirement plans

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Trust Services

  • Gifting and legacy planning
  • Revocable living trusts
  • Life insurance trusts
  • Other fiduciary services

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Estate Planning

  • Wealth transfer strategies
  • Trust administration
  • Estate settlement
  • Trustee services

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Schedule an appointment with our wealth management expert

Plan your financial future.


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First Security Bank, Inc. and Keystone Financial Group are not registered broker/dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Advisory Services offered through LPL Financial, a registered broker/dealer. The investment products sold through LPL Financial are not insured First Security Bank deposits and are not FDIC insured. These products are not obligations of First Security Bank and are not endorsed, recommended or guaranteed by First Security Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of the principal is possible. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


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