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Home ยป Blog

Creating a Successful Business Succession Plan

December 1, 2020

An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you

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Understanding Your Retirement Income Plan

December 1, 2020

Manage cash flow in retirement with multiple income streams  When you retire, you get to bid farewell to the working world. Thatโ€™s the good news.

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Keeping Emotions at Bay During Virus Volatility

May 19, 2020

Fear, uncertainty, volatility, panicโ€”these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The

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5 Tips for Navigating the Coronavirus Crash

April 15, 2020

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when youโ€™ve worked hard for

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Key Financial Data 2020

April 1, 2020
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Leave a Lasting Legacy: Consider Your Impact on the World

March 12, 2020

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. Itโ€™s easy to get stuck

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.ย 
ย 
As of June 30,ย registered broker-dealers and registered investment advisers are required to provide a new customer or client relationship summary (also called Form CRS) to retail investors, in addition to our firmโ€™s ADV Brochures.ย  Please click on the following link to help you better understand our relationship and our fiduciary duty to you when choosing us as your financial professional.ย https://adviserinfo.sec.gov/firm/summary/310623
The Certified Financial Planner (CFPยฎ) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNERโ„ข certification is the standard of excellence in financial planning. CFPยฎ professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFPยฎ marks, an individual must satisfactorily fulfill the following requirements:
  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFPยฎ Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFPยฎ professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFPยฎ marks:
  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFPยฎ professionals provide financial planning services at a fiduciary standard of care. This means CFPยฎ professionals must provide financial planning services in the best interests of their clients.
CFPยฎ and CERTIFIED FINANCIAL PLANNERโ„ข are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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