Keystone Financial Resources Celebrates Decade in Business | Communities


Keystone Financial Resources in Brentwood celebrated a decade of business on Wednesday with a ribbon cutting in partnership with Williamson, Inc.

The firm specializes in financial planning that helps clients build a retirement plan that works for them and their goals.

“We are a boutique financial planning firm,” said Glenn Price, owner and financial advisor. “We work with families who are five or ten years away from retirement. “

Price and Jonathan Scott founded Keystone Financial Resources in 2010. Price attributes the company’s success to a focus on customers and a talented staff of nine.

“Our heart is to serve [clients] in such a way that they never want to leave, ”he said.

With some feeling of financial uncertainty right now in 2020, Price advises his clients to look at the big picture moving forward.

“This event is not going to make or break your entire financial plan,” he said. “We have to keep this perspective.

“We believe that money is just a tool to help you improve your quality of life. What we are looking for are clients who want to join the team members to help them develop a plan to accompany them through to the end.

Price said his company focuses on five key areas related to financial planning:

• Build a family and income plan

• Find strategies to help portfolios cope with volatility

• Tax planning

• Health costs as we get older

• Comprehensive estate plan

“We’re trying to build a master plan that covers all of these areas,” Price said. “You must have a plan. If you don’t have a plan, find an advisor who is a trustee and start by helping them identify what that plan should be for you.

Keystone Financial Resources is located at 7112 Crossroads Blvd., Suite 101, in Brentwood. For more information visit https://www.keystonefinancialresources.com.


Louis R. Hancock

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