Form CRS & Brochures
Twitter Linkedin Youtube Instagram
Client Access
Client Login

Forecast 2022 Webinar

Watch the replay of our Forecast 2022 Webinar.  In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® will analyze the events that took place in the market during 2021 and consider what it could mean for 2022. 

Forecast Event 2022

Our clients and Keystone team spent the morning together for breakfast and our Forecast 2022 event.  In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2021 and discussed what it could mean for 2022. 

Toys For Tots Annual Toy Drive

Christmas is the time to celebrate the spirit of giving.
We are excited to announce another record-breaking year for our Toys for Tots toy drive! 161 toys will be given to local children to open on Christmas day. Thank you to all our clients who donated, your kindness and generosity made all of this possible.

Keystone Financial Services Annual Thanksgiving Pie Event

It’s our favorite time of year!  During Thanksgiving we are reminded how much we have to be thankful for.  To show our clients our appreciation we host our Annual Thanksgiving Pie Event!   We gift a pie for their holiday table and host an open house where they can pick up their pie, enjoy some refreshments and company from our Keystone Team. It’s a great way to kick off the holiday season!

Ladies Night! Paint and Sip Party

We had an incredible evening filled with lots of laughter as we tested our painting skills.  This year we offered two ways to participate, in-studio and virtual and we all had a blast!

Pastels on 5th

Pastels on 5th is a sidewalk chalk art festival that highlights one of Loveland’s most distinguished features – its internationally renowned art community.

Keystone Financial Services Equity Awards Webinar

Watch the replay from our Equity Awards 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.

Subscribe here to receive webinar invitations, market commentaries, and more:

Twitter Linkedin Youtube Instagram

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.

Headquarters

Arizona Office

Who We Are

What We Do

News & Events

Information

  • Built with Oechsli
Main Menu
Client Login
Wealth Management System
Schwab Alliance
Fidelity