Keystone Financial Group
Keystone Financial Group

Keystone Financial Group

contact for price

Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: Toby Jenkins, CERTIFIED FINANCIAL PLANNER™, 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 affluent families. Toby specializes in wealth accumulation, retirement planning, estate planning and charitable strategies. Toby obtained his Bachelor of Science in Accounting from the University of Kentucky, as well as his Master of Science in Financial Planning from the College of Financial Planning. His career before KFG includes experience in both public and corporate accounting, and personal finance. Toby is a CERTIFIED FINANCIAL PLANNER™, as well as an Accredited Asset Management Specialist (AAMS). Toby holds his Security Series 7, 24, 31, 63, and 66 qualifications through LPL Financial. He also holds his Life and Health Insurance license in multiple states. 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, flyfishing, hiking, and boating.
Overview

10 employees

16 years in business

Payment methods

Ask this pro about their preferred payment method.