Keystone Financial Planning

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Saint Petersburg, FL
Keystone Financial Planning

Keystone Financial Planning provides intelligent, thoughtful financial planning that’s truly tailored to each client’s unique needs.

Founder Peter Pastman, CFP®, is a dedicated fiduciary who acts as your personal CFO in your best interest at every step.

05/28/2026

Most people assume their target date fund is optimizing for growth. It's not. It's optimizing for risk reduction, automatically shifting your money regardless of your situation or the market. A 401k is a powerful tool, but only when it's set up with intention. To talk about your specific financial situation, schedule a call with our team today.

Investments in target-date funds are subject to the risks of their underlying holdings. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative investments based on its respective target date. The performance of an investment in a target-date fund is not guaranteed at any time, including on or after the target date.

www.keystonefinancialplanning.com/contact-us

05/26/2026

Maxing out your retirement contributions at any age is a sign you're ready for a higher level of financial planning. We work with clients who are committed to making the most of every dollar, and help them take it further.

www.keystonefinancialplanning.com/our-approach

05/25/2026

Today we pause to honor the men and women who gave everything in service to this country. From all of us at Keystone Financial Planning, thank you.

05/22/2026

A job transition is one of the most common times a retirement account gets overlooked. If you know someone who is switching jobs and is unsure what to do with their old 401k, refer them to Keystone Financial Planning. We can walk them through their options and help them make an informed decision!

www.keystonefinancialplanning.com/contact-us

05/20/2026

Rollin' Oats St. Pete is Tampa Bay's locally owned natural food grocer with a genuine community feel. Stay tuned for the next edition of Pete's St. Pete for more local highlights!

05/18/2026

Every CEO needs a CFO. Keystone Financial Planning is yours, a partner to manage the numbers, monitor the market, and keep your financial future on track. Let’s get in touch.

www.keystonefinancialplanning.com/contact-us

05/14/2026

Not all financial products are created equal. If you know someone considering whole life insurance, an annuity, or a target date fund for their 401k, send them to Keystone Financial Planning first. A second opinion could save them a lot of money.

www.keystonefinancialplanning.com/contact-us

05/12/2026

Target date funds are not built to maximize your growth. They are built to minimize the risk of the plan provider. If you want to know whether your 401k is actually built for your goals, reach out to Keystone Financial Planning today.

Investments in target-date funds are subject to the risks of their underlying holdings. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative investments based on its respective target date. The performance of an investment in a target-date fund is not guaranteed at any time, including on or after the target date.

www.keystonefinancialplanning.com/contact-us

05/10/2026

Happy Mother’s Day! To every mom out there, thank you for everything you manage, the advice you give, and the plans you’ve put in place.

05/07/2026

This Small Business Week, we're spotlighting the businesses that make our community stronger. Bradenton Prosthetics & Orthotics is a family-owned practice in Bradenton, FL delivering highly personalized prosthetic and orthotic care from the first evaluation through every follow-up visit. At Keystone Financial Planning, we're proud to stand alongside businesses like this one. Happy Small Business Week!

Address

150 2nd Avenue N, Suite 660
Saint Petersburg, FL
33701

Telephone

+17273506051

Website

http://www.keystonefinancialplanning.com/

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