410-629-0357
9928 Old Ocean City Blvd., Suite 2
Berlin, Maryland 21811
Show your future some love
Let the professionals at Key Financial Services show you how
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Key Financial Services is an organization of financial service professionals dedicated to being the premier provider of creative insurance and investment* solutions to problems faced by business owners, professionals and other individuals needing asset accumulation, preservation and distribution planning.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
Accumulate Assets
Financial planning is a process that creates a roadmap for your financial future. Let us help you build a solid financial plan and investment portfolio based on your current needs and profile.
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Help Protect Assets
Our services help you prepare for life’s twists and turns, and help you make the most of your assets at every stage of life. Continuous monitoring of your assets is part of our focus.
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Distribute Assets
The goal of your financial roadmap is having enough assets to cover your needs at specific times throughout life. We help you implement these actions and coach you though the process of pursuing your financial goals.
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fi·du·ci·ar·y
Meaning “trust”, a person who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty.
We believe that some of the top criteria you should consider when choosing a financial planner is finding one who is both honest and ethical. Being fiduciaries takes our level of responsibility seriously to ensure that your best interests are acted upon. We have a legal obligation to ensure our recommendations are not only suitable but are the best fit for you.
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9928 Old Ocean City Blvd., Suite 2Berlin, Maryland 21811
Phone:
410-629-0357Fax:
410-629-0577
* Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Key Financial Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Key Financial Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claimsâpaying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.
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