Keystone Financial Group

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(859) 554-5090Call Visit WebsiteVisit Website Map & DirectionsDirections230 Lexington Green CirLexington, KY 40503 Write a ReviewWrite Review

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Keystone Financial Group

Tax Planning
Timothy S. Jenkins is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Keystone Financial Group, a comprehensive wealth management firm located in Lexington, KY. Tim is a fee based advisor who has networked with a team of local CPA’s, attorneys, real estate agents, and life/health insurance specialists (not affiliated with LPL Financial) to assist his clients in achieving a holistic financial plan. He specializes in tactical and active asset management of Investment accounts, 401K’s, and IRA’s for individuals and business owners. Tim offers a no-obligation, complimentary first appointment to review current investment allocation, cost of investment management, and financial plans specifically life insurance and tax planning.

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Extra Phones: Phone: (502) 554-5090
Location: Lexington Green Office Bldg 1
Neighborhood: Lexington Green
Other Link: http://keystoneky.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (859) 554-5090

Address: 230 Lexington Green Cir, Lexington, KY 40503

Website: http://keystoneky.com

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Keystone Financial Group

Tax Planning
Timothy S. Jenkins is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Keystone Financial Group, a comprehensive wealth management firm located in Lexington, KY. Tim is a fee based advisor who has networked with a team of local CPA’s, attorneys, real estate agents, and life/health insurance specialists (not affiliated with LPL Financial) to assist his clients in achieving a holistic financial plan. He specializes in tactical and active asset management of Investment accounts, 401K’s, and IRA’s for individuals and business owners. Tim offers a no-obligation, complimentary first appointment to review current investment allocation, cost of investment management, and financial plans specifically life insurance and tax planning.
Charitable Giving
Tax Services
Greg has been a CERTIFIED FINANCIAL PLANNER™ since 1986. He began his career in the tax preparation business in 1976. Greg is passionate about working with widowed clients to help them fully understand their available financial resources and getting them in control of their financial futures. A Louisville native, and widower himself, Greg understands the challenges widows face. As a seasoned financial professional, he also works with many clients and business owners in retirement planning, employee benefits, 401(k) plans, IRA rollover services, and estate planning strategies, including life insurance. In his personal time, he enjoys travel, outdoor activities, spending time on his farm, and playing music with friends.

Investment Management
Sean Melican is from Louisville, Kentucky. He graduated from the University of Louisville in 2018, while beginning his career at Ameriprise Financial in 2017. Sean enjoys working with clients holistically to develop a financial plan built for the individuals’ financial goals. He has a passion for investment management, that is included in the planning process, to help mitigate risk along the way.
Wealth Management
In 2009 Valerie realized that public service was a part of her and started working part time for Edward Jones Investments as an on call Business Office Assistant. She traveled to area Edward Jones offices filling in for BOA’s learning everything she could about the financial industry. She went to work full time for Elder Wealth Management in 2010, and this led her to Keystone Financial Group with our purchase of Elder Wealth Management in 2013.

Accounting Services

Financial Planning
Toby lives in Lexington with his wife Stephanie, sons Zachary and Silas, and their dog Nala. He is a member of the Financial Planning Association, Bluegrass Estate Planning Council and Simple Church. Toby’s hobbies include snow skiing, fly-fishing, hiking, and boating.
Retirement Planning
Toby Jenkins is a CERTIFIED FINANCIAL PLANNER™ who has been working in the financial industry since 1997. He is a fee based advisor, experienced financial planner, and Principal of Keystone Financial Group. His client base consists of pre-retirees, retirees, business owners and professionals. Toby specializes in wealth accumulation, retirement planning, and estate planning.
Annuities
Licensing: FINRA Series 7 General Securities with LPL Financial, FINRA Series 8 General Securities Sales Supervisor with LPL Financial, FINRA 65 Registered Agent & Investment Advisor Representative with Keystone Financial Group, KY Licensed Insurance Agent for Life, Health and Variable Annuities.
Long Term Care
Professionally, Jayme holds her Series 7 with LPL Financial and Series 66 with Keystone Financial and offers retirement planning, estate planning, wealth management and business retirement plans for both small and large companies. She is also licensed to offer life insurance, annuities and long-term care solutions.
Asset Management
Adam is an Accredited Asset Management Specialist and began his career in the financial services industry in 2004 after obtaining his degree in Finance from Western Kentucky University. His clients consist of retirees, business owners, teachers and professionals. Adam enjoys helping his clients implement strategies to build wealth through a customized plan tailored to meet their specific goals and objectives.
Gifting Strategies
College Funding
Mike enjoys assisting clients in developing a customized plan to work toward their goals and objectives. He helps individuals prepare for retirement by discussing and implementing wealth accumulation strategies and managing risk. Mike assists individuals during retirement with wealth distribution strategies and overall portfolio management. He also works with clients on estate planning, insurance needs, and education planning. He believes in a tactical, proactive investment management approach.

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