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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.

Upcoming Events

Past Events

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!
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Studio Vino
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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.
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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.
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Habitat for Humanity Women’s Build – May 2021

The women of Keystone were proud to work in the Women Build event! Thank you to our clients who raised $1550, and with Keystone's donation we were able to raise $2500 total for Habitat for Humanity!
Keystone Women Build team
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Women's Build

Shred Event – October 2020

A fun morning spent recycling, social distancing and seeing some familiar faces that we hadn't seen in several months.
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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.
 
As of June 30, 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 firm’s ADV Brochures.  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. https://adviserinfo.sec.gov/firm/summary/310623

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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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