Keystone Financial has entered into an advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”).SmartVestor™ is an advertising service for investing professionals. Keystone Financial pays a flat fee for advertising through RS, 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 any SmartVestor™ Pros. Keystone Financial does not compensate and is not compensated for client referrals. Please see our ADV 2A disclosure (https://adviserinfo.sec.gov/) or click to learn more about the services provided. Learn More
Since 2021, we have been assisting those who follow Dave Ramsey with their goals and have maintained the SmartVestor Pro status through our integrity and professionalism. To become a SmartVestor Pro with Dave Ramsey, the advisor must go through a rigorous vetting process and are specifically chosen to represent their area. This includes the SmartVestor Code of Conduct. Through this program, our goal is to educate and empower investors 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 so we can provide advice best suited for you.