Second Opinion Program

Navigating financial decisions can be challenging. We are seeing an increase in people experiencing financial uncertainty. In many cases, lacking the clarity needed to make important financial decisions. 

Keystone Financial Partners is proud to offer you our complimentary Second Opinion Program with no cost and no obligation.

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What is the
Second Opinion Program?

Keystone Financial Partners

Keystone Financial Partners’ Second Opinion Program is here to provide you with a sense of relief and comfort when it comes to your total financial picture. With no cost and no obligation, there truly is nothing to lose!

Our team will take you through a detailed Discovery Meeting and Recommendation Session, all part of our Wealth Management Process. The goal is to determine where you are now, where you’d like to go, and the best way to get there. We’ll examine any of the gaps that need to be filled and provide you recommendations on how to best fix them.

Who is right for the
Second Opinion Program?

Keystone Financial Partners

Determine if Keystone Financial Partners’ Second Opinion Program is right for you or someone you know!

  • Do you know what you are paying in fees and expenses? Are you paying too much?
  • Is your portfolio optimized for tax efficiency? Can further steps be taken to avoid unnecessary taxes?
  • Are you taking too much risk in your portfolio? Not enough risk? Is the allocation appropriate at this point in your life?
  • When was your estate plan last reviewed? Have you coordinated your account titling and beneficiaries with your estate plan?
  • Do you have a long-term financial plan in place? When was it last updated?
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Who can benefit from our
Second Opinion Program?

Keystone Financial Partners


There is truly nothing to lose.

  • Open-minded
  • Life Transition

Why take advantage of our
Second Opinion Program?

Keystone Financial Partners

The truth is, everyone has an advisor-whether it’s yourself or a professional you’ve hired. You may be wondering if things are being missed or if your financial plan is really on track.

Your financial future is important and deserves proper attention and planning. Our Second Opinion Program is worth the time spent to ensure your financial future is on the right track.

Our Second Opinion Program will provide:

  • Actionable Recommendations to Improve your Situation
  • Enhanced Financial Strategies
  • A Fresh Point of View
  • Money-Saving Opportunities
  • Financial Clarity and Confidence for your future
  • and more!
Current Retiree with Family Taking Advantage of Second Opinion Program
If you schedule a 15-minute meeting with us, you will encounter one of

Three Outcomes

Keystone Financial Partners
  • The Keystone Financial Partners team will determine you are in good shape and advise you to stay where you are
  • The Keystone Financial Partners team will discover you could better your situation. If Keystone Financial Partners is not a fit for your particular situation, we will be happy to point you in the right direction to a financial advisor who can work more effectively with you
  • The Keystone Financial Partners team will reveal gaps in your current plan and feel we could provide a significant advantage in helping you reach your goals. Then, Keystone Financial Partners will explore the idea of working together with you

“It never hurts to know more about your current situation.”


Real Life Success Stories

Keystone Financial Partners