Keystone Financial Services

Our Story

At Keystone Financial Services, we are driven by a deep commitment to innovation, transparency, and values. We believe that valuable relationships and personalized service are essential to achieving financial success. For over three decades, we have been dedicated to serving our clients with integrity, expertise, and a personal touch.

Our team of experienced professionals, led by CEO Travis Sholin, PhD, CFP, has extensive knowledge in various financial fields. From investment management and estate planning to accounting and tax-efficient investing, we offer a comprehensive range of services tailored to meet the unique needs of our clients.

Your Team

Our team is comprised of dedicated and skilled professionals who are passionate about helping our clients achieve their financial goals. From seasoned advisors like Nancy Laug-Sholin, CLU, CHFC, to experienced accountants such as Hope Dogbevia, MBA, our team is equipped with the knowledge and expertise necessary to provide top-notch service.

Our Services

At Keystone Financial Services, we offer a wide range of services designed to help our clients navigate the complex world of finance. These include:

• Investment Management: We provide customized investment management services to help our clients achieve their financial goals.

• Estate Planning: Our team helps clients create thoughtful and strategic plans to ensure the smooth transfer of assets and values to future generations.

• Family Office Work: We offer services designed to free up our clients' time by handling their financial needs.

• Accounting: Our accounting services include personal and business returns, bookkeeping, and comprehensive tax planning.

• Employer Retirement Plans: We work with employers to create tailored strategies for 401(k)s, 403(b)s, SIMPLE IRAs, ESOPs, and executive compensation.

• Tax Efficient Investing: Our team provides strategies to balance investment growth and tax obligations.

• Life Insurance Strategies: We help clients optimize the best life insurance strategies for their families, businesses, and well-being.

• M&A and Exit Planning: We assist business owners with purchasing, selling, and merging businesses.

• Lifestyle & Wellness: Our goal is to give clients the luxury of time by partnering with them and their families.

• Non-Profit Work: We develop customized investment strategies for endowments and retirement benefit plans that align with the organization's ethical and financial objectives.

Resources

In addition to our comprehensive services, we also provide valuable resources to help our clients stay informed and up-to-date on the latest financial trends and strategies. These include financial calculators, insights, and more.

Insights

Our team regularly publishes insights on various financial topics, from investment strategies and tax planning to estate planning and lifestyle management. These insights are designed to educate and empower our clients to make informed decisions about their financial futures.

Financial Calculators

We offer a variety of financial calculators to help our clients quickly and easily estimate various financial metrics, such as retirement savings needs, investment returns, and more.

CRS SecureSend

For secure communication and document sharing, we utilize CRS SecureSend, a secure online portal that allows our clients to safely send and receive sensitive information.

At Keystone Financial Services, we are dedicated to providing our clients with the highest level of service and expertise. Whether you are an entrepreneur, business owner, or individual seeking personalized financial guidance, we are here to help you achieve your financial goals.