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

Our Keystone ladies, valued clients and friends joined hands in a remarkable collaboration for the Habitat for Humanity Women’s Build initiative for 2024. Through this empowering partnership, we collectively worked towards constructing safe and affordable homes for deserving local 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. Thank you, ladies, for all your help and hard work
Thank you to everyone who came out and made our recent shred event such a success! We had a fantastic time, and it was wonderful to see so many of you join us for a day of community, fun, and delicious BBQ catered by Nordy's. Thanks to your enthusiastic participation, we filled over 30 bins of shredded materials and half a truck full, making a significant impact in securely disposing of unwanted documents. We couldn't have done it without your support. Here’s to our collective efforts in protecting privacy and enjoying great company – we look forward to seeing you at our next 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.
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.
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!