Helping Clients Invest in Their Financial Dreams
Here at Key Financial Group, we get it. With something as personal as your finances, it’s important to work with an advisor you trust for the long-term. After all, building a financial plan is not a one-time event; it's very much like a path. It is an ongoing process that requires adjustments as your life or goals change. At Key Financial Group, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Helpful Content
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
When Markets React
When markets shift, experienced investors stick to their strategy.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.