Keystone Financial Group

P: (920) 969-0717 F: (920) 969-0719 info@kfgwi.com
Let's Get Started

How Can We Help You Secure Your Financial Future?

Are you at risk?

Take the 5-minute Riskalyze questionnaire to help pinpoint your acceptable level of risk and reward when it comes to investments. Does your current portfolio align with your Risk Number?

T.R.I.P Process

It’s time to take the trip to your retirement destination! Our T.R.I.P process puts you in the driver’s seat and asks the important questions: what matters to you and why?Learn More

A new way to invest

We have built a diverse suite of portfolios using Institutional Intelligent Portfolios™, an automated investment management service that helps us automatically rebalance your investments when needed. Program Key: 6SCB

Get to know KeyStone Financial Group

Keystone Financial Group, Inc. is a full-service retirement planning financial advisory firm that is driven by one focused goal - to help clients grow, preserve and transfer all they have worked so hard to achieve. How can we help you secure your financial future?

BrokerCheck

Contact Us

P: (920) 969-0717

F: (920) 969-0719

info@kfgwi.com


145 N Commercial St,
Neenah, WI 54956

Disclosure

Copyright © Keystone Financial Group, Inc. All rights reserved.

Securities and Advisory Services Offered Through Harbour Investments, Inc. Member FINRA /SIPC

KeyStone Financial Group, Inc’s Representatives hold securities licenses in the following states: AK, AZ, CA, DC, FL, GA, IL, MI, MN, MO, NC, NJ, NM, NY, TN, TX, VA, WA, WI

Cyber Security

Follow The Steps Below

  1. Click "Proceed" to get started.
  2. When prompted, you will need to input the Advisor Program Key: 6SCB
  3. Answer a few questions to determine your risk profile.
  4. Review your recommended portfolio.
  5. Complete the account opening process, including Advisory Agreement and Funding.

Enter this Program Key on the next page: 6SCB

Close
Proceed

Notice: You are now leaving the website of Keystone Financial Group ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.