“True wealth is celebrating the present moment” ~Gail Lynne Goodwin

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

There are no upcoming events at this time.

Past Events

2018 New Client/Referral Dinner- February 2019

Our celebration dinner welcoming new clients to the firm and who referred them to us.

Women’s Sip & Paint- January 2019

Our ladies and their friends enjoying a fun evening drinking wine, painting and shopping.

Forecast Event- January 2019

Josh Nelson, CFP®  discussed how the markets fared in 2018 and the expectations for 2019.

Toys 4 Tots Event – 2018

We are proud to be part of the efforts to help local children by collecting  new, unwrapped toys to donate to this toy drive.

 Corn Roast Festival – 2018

Our team participating in the Loveland Corn Roast Festival and giving of our time for the community.

Coffee with Keystone- 2018

Our clients and their friends enjoying a morning of getting to know our team and asking Q & A on current happenings with Keystone.