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SmartVestor Pro

Invest in Your Future
Keystone Financial has entered into a referral and advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”).SmartVestor™ is an advertising and referral service for investing professionals. Keystone Financial pays a flat fee of $3200.00 for advertising through SmartVestor, both online and locally. This advertising service may result in the introduction to or acquisition of clients. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by SmartVestor™ Pros. Please see our ADV 2A disclosure (https://adviserinfo.sec.gov/) or click  Learn More

In 2021 we contracted with Dave Ramsey’s SmartVestor advertising and referral program to obtain the SmartVestor Pro Status and have been assisting individuals who follow Dave Ramsey’s financial solutions to achieve their personal goals.

To become a SmartVestor Pro you must work for an investment adviser or broker-dealer firm unaffiliated with Dave Ramsey; with at least two years of experience as a registered investment professional; participate in ongoing coaching calls; and agree to their Code of Conduct.

Through this program, our goal is to educate and empower individuals so they can ultimately make the best financial decisions for their families. As fiduciaries, we take into consideration your family’s financial plan and ultimate goals in an effort to provide advice best suited for you.

What Needs Do You Have?

These are some of the ways a SmartVestor Pro can help:

Financial Planning

Get a whole-picture perspective of your financial goals and support for each step of the journey.

Investment Advice

Get clear on your options, ways to diversify your portfolio, and complex investing concepts.

Retirement Planning

Learn how to use a Roth IRA, 401(k), traditional IRA or other accounts to your advantage.

Wealth Management

Have a large nest egg? Get help to invest and protect it – and leave a legacy for those you care about.

College Savings Plans

Learn the ins and outs of college savings plans, like timing, eligible costs, investment options and taxes.

Estate Planning

Make a plan for your family’s future and the wishes you want carried out after you pass away.

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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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