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.

09/02/2026

Do you need a trust, and if so, which kind? We brought in Beckett Horner, an estate planning attorney with Block & Scarpa, to break it down. Revocable living trusts avoid probate and keep you in control. Irrevocable trusts serve more specific purposes: asset protection, tax planning, or providing for a beneficiary who needs extra support. There's no single right answer, just the one that fits your situation.

www.keystonefinancialplanning.com/contact-us

09/01/2026

Choosing a retirement plan for your small business? It depends on what you're solving for. The right structure depends on your team size, cash flow, and goals. Let's start the conversation.

www.keystonefinancialplanning.com/contact-us

08/27/2026

Welcome back to Pete's St. Pete! We're spotlighting the Zubrick Magic Theatre. They put on a show packed with sleight-of-hand, family-friendly comedy, and grand-scale illusions. Perfect to have in your back pocket for an out-of-town guest you need to keep entertained!

08/24/2026

Estate plans aren't set-it-and-forget-it. A new grandchild, a move to a new state, a marriage, a divorce—any of these can make an existing plan outdated. The plan itself doesn't need to be complicated. It just needs to reflect your life as it is now. Let’s get in touch and ensure your plan is up to date.

www.keystonefinancialplanning.com/legacy-planning

08/21/2026

You're the CEO of your life. We're here to act as your CFO. At Keystone Financial Planning, we grow what you've built, protect it through retirement, and pass it on the way you want. You can learn more about how we can protect your financial future on our website.

www.keystonefinancialplanning.com

08/19/2026

Do you need a trust? It depends. A trust skips probate which means faster distribution and more privacy than a will alone. It tends to make sense if you own property in more than one state, have a blended family, or want control over how and when heirs receive their inheritance. Get in touch with our team to discuss what makes sense for your specific financial situation!

www.keystonefinancialplanning.com/contact-us

08/17/2026

A will only takes effect after you're gone. It doesn't help if you're incapacitated. That's what a durable power of attorney is for. It names someone to make financial decisions on your behalf if you're unable to. Without one, your family may need court approval to manage your affairs. Let's start that conversation now.

www.keystonefinancialplanning.com/legacy-planning

08/13/2026

When's the last time you sat down and reviewed your financial plan? Has it been over a year? A plan you set once and never revisit tends to fall behind. A plan you check in on regularly stays useful. Let's talk about yours.

www.keystonefinancialplanning.com/contact-us

08/11/2026

Backpacks are packed, first-day photos are taken, and another school year is officially underway! It's also a good reminder to check in on college savings. Whether it's a 529 plan, Florida Prepaid, or a custodial account, consistent contributions are critical. If it's been a while since you've looked at your education savings strategy, let's talk.

www.keystonefinancialplanning.com/resource-center/money/saving-for-your-childs-future

08/10/2026

Retirement, life insurance, bank, and investment accounts could pass directly to whoever is listed as the beneficiary if set up properly. If you haven't reviewed those designations in a few years, now's a good time!

www.keystonefinancialplanning.com/legacy-planning

Address

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

Telephone

+17273506051

Website

http://www.keystonefinancialplanning.com/

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