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Keystone Financial Services - Loveland, Colorado

 
  • 4025 St. Cloud Drive Suite 210 Loveland, CO 80538
  • (970) 744-5408
Meet Our Team Ready for Retirement? Importance of Independence Discover Your Portfolio Stress Test Score

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.


Our Mission

We bridge the gap between knowing and doing in the financial lives of our clients.

Our Story

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Helpful Content

Suddenly Single: 3 Steps to Take Now

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

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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