Welcome
You have found a caring, knowledgeable financial planner who is not influenced by outside incentives. Someone who will work with you to achieve your financial goals. Someone who does not sell products or receive any compensation from anyone but you.
Browse this site. Learn more and never hesitate to ask questions.
When your financial future is on the line, you need an objective trusted advisor. You need someone who has no hidden agenda, who is not swayed by the lure of high commissions, who puts your interests first.
Key Financial Solutions is dedicated to providing financial planning advice and investment management on a fee-only basis.
Clients
Our clients come from all walks of life and represent all income levels. We help people with their everyday financial concerns. Our focus is to empower you to reach your financial goals.
Whether you are buying a home, funding a child's education, planning a worry-free retirement or something else altogether, Key Financial Solutions can provide objective professional advice.
Objective Advice
As fee-only planners, we are compensated by, and work solely, for our clients. We sell no financial products, and we receive no commissions or third-party compensation. You need not worry about hidden agendas or conflicts of interest. The process is always client-centered.
Investment Management
Asset Management is a choice available for clients who prefer to delegate the actual management of all or part of a portfolio.
We work with you to draft a written Investment Policy Statement according to your specific circumstances (financial goals, investment horizon, and volatility preference).
We then design a portfolio using the appropriate asset allocation (specific amounts of cash, bonds, large, small, domestic, and foreign companies) to construct a globally diversified portfolio.
Your managed accounts are monitored and rebalanced regularly according to the Investment Policy Statement approved by you. (Periodic rebalancing is important for maximizing returns and obtaining the volatility goal that we established.)
Key Financial Solutions has access to low-cost, institutional mutual funds, such as those provided by Dimensional Fund Advisors. A discount broker is used as a custodian.
Investment Management fees are based on the amount of assets under management. On-going financial planning support is included in the quarterly fee.
Getting Started
If you would like to take the next step in building a secure financial future, download the Confidential Questionnaire. (Click on the Client Forms button to the left.) Completing the questionnaire helps you pull together all of your financial information into one place - an important first step.
Contact Information
Call us at (800) 840-0718 or email rstreit@keyfeeonly.com to schedule a complimentary Get Acquainted Meeting, which lasts approximately forty-five minutes. It will involve a discussion of your financial goals and how we can help you to attain them.
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