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
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 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.
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.
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!
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!
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.
