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Loveland Honor Monument Event

We are thrilled to announce our active involvement in the Loveland Veterans Honor Monument event. Keystone Financial Services proudly supported the upcoming construction of this meaningful monument, dedicated to honoring veterans from all walks of life. The event, held at Ellis Ranch, was a heartwarming gathering filled with camaraderie and gratitude. Our team, alongside esteemed veterans and their spouses, came together to celebrate this significant occasion. It was an unforgettable evening marked by fantastic food and captivating entertainment. Beyond fundraising, the event served as a poignant reminder of the sacrifices made by these brave individuals, allowing us to express our deepest appreciation and respect.

Forecast 2024 – Webinar

In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® will analyze events that took place in the market during 2023 and consider what it could mean for 2024.

WINTER Bike to Work (Or Wherever) Day – 2024

Last Friday Jeremy braved the early cold morning and joined up with Broadcom, HPE and HPI for the WINTER Bike to Work (Or Wherever) Day. Year after year, 100’s of local businesses and organizations come together to host free breakfast stations for one of Fort Collins’ favorite unofficial holidays. Thank you to everyone who bundled up and joined us for warm beverages and breakfast! In case you missed it, be on the lookout for the next Bike to Work Day happening this summer!

Loveland’s Official “Sweetheart City” Valentine Re-mailing program 2024!

For 78 years, Loveland has perhaps been best known worldwide as the home of the “Valentine Re-Mailing Program”. Every year more than 100,000 Valentines greetings are packaged inside larger envelopes and sent to Loveland, where volunteers handstamp them with a Valentine’s verse and send them on to the intended recipients. This year Keystone Financial Services helped sponsor this event and worked together with our amazing clients to stamp thousands of Valentines that were sent all over the world!

Toys For Tots Annual Toy Drive

We extend our heartfelt gratitude to each and every one of you for making this year’s Toys for Tots toy drive an overwhelming success! Your incredible generosity resulted in a record-breaking year with an astounding 215 toys donated, bringing so much joy and happiness into the hearts of numerous local children this holiday season. This far exceeded last year’s record of 165 toys! WOW! We cannot thank you enough for embodying the spirit of giving and making a lasting impact on our community!

A Caregiver’s Journey – Webinar

Caring for a loved one is a profound and often challenging journey, filled with both rewarding moments and complex obstacles. Throughout this webinar, Josh Nelson CFP® and Jeremy Busch CFP® will delve into the various facets of caregiving guiding you through the different stages of caregiving, offering valuable perspectives on topics such as: Recordkeeping, living in the moment, preparing for the future, and life after caregiving.

Keystone Financial Services Annual Thanksgiving Pie Event

We want to thank everyone who came out to our Annual Thanksgiving Pie event! It is one of our favorite events and we love spending time with you and your families during this holiday season. We also want to thank you for the AMAZING kick off to our Toys for Tots toy drive!

Year End Tax Planning Strategies Webinar

In this recent webinar Josh Nelson CFP® and Jeremy Busch CFP® as they discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Click on the link below to watch the replay.

Overseeing the Equity Awards Offered by Your Company – Webinar

In this recent webinar Josh Nelson CFP® and Jeremy Busch CFP®, discuss company equity awards- restricted stock, stock options, and employee stock purchase plans. You will learn how these plans work, tax implications, and effective strategies to make most of your company-provided benefits.

Client Appreciation Event 2023 – Sylvan Dale Ranch

We extend our heartfelt gratitude for the presence at our recent client appreciation event. We had a Keystone record with 266 registrations! Your participation added immense joy to the occasion, and it was truly a pleasure to spend quality time with each of you and your families. We cherish the relationships we’ve built and look forward to continuing to serve you with dedication and excellence. We are so thankful to our clients for their trust and partnership – it’s what drives us to continuously strive for excellence.

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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.

The Certified Financial Planner (CFP®) 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 PLANNER™ certification is the standard of excellence in financial planning. CFP® 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 CFP® 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 CFP® 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 CFP® 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 CFP® 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 CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ 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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