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Half-Time Report 2023-Webinar

In this special Half-Time Report presentation Josh Nelson CFP® and Jeremy Busch CFP®, look back at the market behavior during the first half of 2023 and discuss how this behavior may affect the rest of 2023.

Bike to Work (or Wherever) Day Summer 2023

Every June, Colorado celebrates Bike Month and Keystone is teaming up with Broadcom, for the 35th annual Summer Bike to Work (or Wherever) Day! We will be hosting a free breakfast station and giving away some Keystone swag!

Habitat for Humanity Women’s Build – June 2023

Our Keystone ladies and valued clients joined hands in a remarkable collaboration for the Habitat for Humanity Women’s Build initiative. Through this empowering partnership, we collectively worked towards constructing safe and affordable homes for deserving families in need. Together, our team of passionate women harnessed their skills, compassion, and determination to make a lasting impact in our community to help create a brighter future for all.

Loveland Veterans Plaza Event

Keystone Financial Services proudly participated in the Loveland Veterans Plaza event this last weekend. The event helped raise funds for the new construction of the Loveland Veterans Plaza that will honor all veterans and provide a place for veterans, their families and friends to find solace, reflect and heal. The evening at Ellis Ranch was filled with camaraderie and gratitude as some members of our team and some of Keystone’s esteemed veterans and their wives gathered to celebrate the occasion. It was a memorable evening for all, enjoying fantastic food and entertainment. The event provided an opportunity to not only raise money for a wonderful cause, but to acknowledge and honor the sacrifices made by these brave men and women. To learn more, go to: lovelandveteransplaza.org.

Women and Money Webinar

Women today are in a strong position to pursue financial security for themselves and their families. Yet seizing the opportunity for long-term financial success requires awareness of potential issues and careful planning. Join Josh Nelson CFP® and Sarah Nelson, as they help you plan and take necessary steps to move forward financially.

College Planning Webinar

A college education can be one of the most important investments you ever make. But the benefits of your child’s increased learning power and expanded horizons come at a price – college is expensive. Join Josh Nelson CFP® and Jeremy Busch CFP® as they help you navigate how to prepare and save for your child’s college education.

Your Employer-Sponsored Retirement Savings Plan Webinar

Try to picture yourself on the first day of your retirement. Your last day of work is behind you; what does your future look like?

Josh Nelson CFP® and Jeremy Busch CFP® are here to help you wake up on the first day of retirement with the confidence of knowing you have planned well. So, let’s not spend any more time daydreaming. Let’s get started!

Loveland’s Official “Sweetheart City” Valentine Re-mailing program 2023!

For 77 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!

Forecast 2023 Webinar

In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2022 and consider what it could mean for 2023.

Winter Bike to Work (or wherever) Day 2023!

Some members of our Keystone team braved the cold and joined up with Broadcom, HPE and HPI for the WINTER Bike to Work (Or Wherever) Day! Year after year, 100s 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!

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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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