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Individual Solutions

KeyAdvisors is a leading comprehensive financial services firm headquartered in the suburbs of Philadelphia. With more than 40 financial experts, representing dozens of specialties, we help secure the financial futures of families and businesses.  We also work in close partnerships with CPAs and attorneys to provide solutions that are in our clients’ best interests, not ours.  KeyAdvisors’ firm traces its history back to 1876 – the year National Life officially opened an agency in the Philadelphia area.*

We collaborate with you to gain a detailed understanding of your personal, family and business goals in order to help you build a solid financial plan and investment portfolio. Whatever your goal, we work with you on building an extensive financial plan with the concepts of growth and stability top of mind.

Securities, financial planning and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC.

Our Six Step Planning Process:

INTRODUCTION MEETING

  • Discuss financial goals
  • Define responsibilities
  • Document services 

DISCOVERY 

  • Gather pertinent information
  • Understand time frame for results  

DESIGN 

  • Analyze assets, liabilities & cash flow
  • Review insurance coverage investment and tax strategies 

DISCUSS RECOMMENDATIONS

  • Develop Financial Plan based upon information provided
  • Discuss plan in detail to make informed decisions
  • Revise plan based upon your feedback 

IMPLEMENT

  • When client agree's or modifies recommenation 
  • Coach you through the process 

MONITOR & REVIEW

  • We will monitor progress toward your financial goals
  • Meet periodically to review and/or adjust your plan