Josh Nelson, CFP®CEO/Financial Advisor
Our Family is Here to Work for Yours
Ensuring your finances are aligned with your life goals can be complex and time consuming. At Keystone Financial Services, we work hard to remove the complexity from the financial decision making process by carefully coordinating your financial strategy with your goals and your life story. Our goal is to take the uncertainty out of retirement for our clients, working with them to incorporate comprehensive financial strategies.
As a trusted and respected wealth management firms in Loveland, Colorado, we take a truly personalized approach with each client we serve. Our passionate team of experts provides a 5-star experience with dedicated focus, making our relationship with clients a meaningful one.
We bridge the gap between knowing and doing in the financial lives of our clients.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Building wealth requires protection from the forces of wealth destruction.
Knowing the rules may help you decide when to start benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
Understanding the cycle of investing may help you avoid easy pitfalls.