Do you worry you won’t have enough money to live comfortably during your retirement years? Many of us never dreamed to live a year like 2020 with so much uncertainty. Would you love a customized “Retirement Road Map” to success so you can focus on the present, trusting your financial future is secure?
Keystone Financial Resources in Brentwood, Tennessee specializes in helping women with their finances. Co-owned by Jonathan Scott and Glenn Price, they have 30 years combined experience in investments and retirement planning.
Jonathan Scott explains, “The reason I’m so passionate about helping women take control of their financial future is from watching my mother go through a challenging divorce from my father as a young boy. Her entire security washed away very quickly, and she was forced to become the primary breadwinner. I grew up wanting to protect her. Today, that same protective nature is what I feel when helping clients, but especially
our single, widowed, and divorced ones. It’s so rewarding to teach them how to take control of their finances. Lucky for me, my mom works with us here at Keystone.”
Co-Owner, Glenn Price, shares a similar story. “As a young boy, I spent weekends and summers helping my nana and pa work on the family farm. Nana was the rock in our family. She was strong, smart, diligent, and organized, and had an amazing heart for the Lord. When pa unexpectedly passed away, I watched fear overtake her because they didn't have a well-thought-out financial plan, and in many ways, we lost her that day too. I too am passionate about educating women to have financial confidence. So many men handle this responsibility. It's essential women know they have a good plan with good people around them to help them accomplish their goals. When they do, these
women flourish with confidence, knowing they can have a bright financial future ahead!”
“It's really imperative they don't take a backseat role, but a proactive front-seat role,” says Jonathan. “If they face their fears and overcome their financial challenges now, they're going to find freedom.”
Glenn adds, “Take time to read books like, Smart Women Finish Rich by David Bach. Most importantly, schedule an appointment with a trusted financial advisor to ensure you have a solid financial plan.”
This is where Keystone Financial really shines in developing tax-efficient strategies for your assets and investments. “We're not like big-box firms where you may be reassigned to somebody new periodically," explains Jonathan. "As an independent firm, you're going to be dealing with the same person year in and year out.”
“The beautiful thing is we’ve never yet had a plan fail. There's 100% dependability to the plans we’ve created which is really unique in today's industry. One of Keystone’s mottos is we don't want your retirement dictated by what the market does or does not do. We feel your retirement should ultimately be dictated on the lifestyle you desire to live.”
Keystone’s Retirement Road Map includes comprehensive income, investment, tax, healthcare, and legacy planning.
Keystone Financial
615.661.9554
KeystoneFinancialResources.com