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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
For homeowners who think their property taxes are too high, there are ways to appeal.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It's important to understand how inflation is reported and how it can affect investments.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are things about Social Security that might surprise you.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.