KeyStone Financial

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KeyStone Financial KeyStone’s mission is to serve, advise and grow with our clients AEWM and Keystone Financial are not affiliated companies.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. We are an independent insurance agency. Our firm is not affiliated with the U.S. government or the federal Medicare program.

10/24/2026

Long-term care is one of the biggest risks in retirement, but it does not have to mean a use-it-or-lose-it scenario. Asset-based coverage allows your benefits to grow over time and ensures that whatever is left behind goes directly to your beneficiaries if care is not needed.

Happy work anniversary, Jesse! You're the best! 🎉
10/23/2026

Happy work anniversary, Jesse! You're the best! 🎉

Happy anniversary! Thirty-five years together is such a treasure! ✨
10/22/2026

Happy anniversary! Thirty-five years together is such a treasure! ✨

10/22/2026

Standard long-term care plans can feel like a gamble, but asset-based strategies offer a safer path. You can protect your money from market volatility while gaining extra coverage for future care expenses. If you never use the care, the principal remains yours. Have you started your planning yet?

October is a full month at Keystone. Happy birthday, ladies!
10/20/2026

October is a full month at Keystone. Happy birthday, ladies!

Your wealth manager and tax CPA should speak the same language! 🤝 Integrating tax planning into your investment strategy...
10/20/2026

Your wealth manager and tax CPA should speak the same language! 🤝 Integrating tax planning into your investment strategy prevents unnecessary tax drag and maximizes your net wealth.

10/18/2026

Your retirement income must grow over time. What's yours doing?

Happy National Boss’s Day to Jesse! 🔥 Thank you for your leadership, support, and for everything you do for the team. We...
10/16/2026

Happy National Boss’s Day to Jesse! 🔥

Thank you for your leadership, support, and for everything you do for the team. We appreciate the hard work, dedication, and guidance you bring every day.

Hope you feel celebrated today—you deserve it!

A great day out with the Keystone crew! 🚌Last week, Jesse and the team took our clients on a bus trip to House on the Ro...
10/15/2026

A great day out with the Keystone crew! 🚌

Last week, Jesse and the team took our clients on a bus trip to House on the Rock in Spring Green, Wisconsin. It was a fun day exploring, spending time together, and enjoying a change of scenery.

Approaching 65? Navigating Medicare Parts A, B, C, and D can feel overwhelming. 🏥 Understanding your Initial Enrollment ...
10/12/2026

Approaching 65? Navigating Medicare Parts A, B, C, and D can feel overwhelming. 🏥 Understanding your Initial Enrollment Period prevents lifelong penalty surcharges and ensures seamless healthcare coverage.

Address

4252 Southtowne Drive, Suite D
Eau Claire, WI
54701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17158356022

Website

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