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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Markets React
When markets shift, experienced investors stick to their strategy.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.