KeyAMS is a Wealth Advisor serving business owners, families, hospitals and non-profits in select states nationwide.
Imagine a life where you can go on vacations, buy a new car, or help your kids purchase their first home, all without risking your financial future. Does it sound too good to be true? It’s possible, but it doesn’t happen by accident. That’s where we come in.
Keystone Asset Management Strategies (KeyAMS) may be able to help you create a comprehensive financial strategy, based on your values, to turn your dreams into achievable goals. We develop a model of your retirement goals so you can see how likely you are to reach them and what needs to change to increase the chances of success. Then, we work with other professionals—such as attorneys, brokers and accountants—to take action on your plan.
The end result? You become more confident with your financial and retirement plan, so you can feel in control over what you give, how much you spend, and how and where you save.
Investing principles
and strategies
Finding suitable
retirement vehicles
Creating and preserving
your legacy
Understanding and
mitigating risk
Transferring your business
and retaining staff
Planning your
financial future
We are located in the Philadelphia Metro Area, but serve individuals, couples, families, business owners, near-retirees and retirees across the nation.
KeyAMS is a financial and investment planning firm that uses economics, finance and behavioral science to develop strategies for success.
It collaborates with attorneys, accountants, bankers, and others to help address all your financial and retirement planning needs.
Click below for more information on our services.
The KeyAMS Strategic Planning Process™ keeps you on track to reach your goals.
I help you uncover your hopes and fears in what we call “The Second Conversation,” a deep-dive into your values and issues.
I work to discover and document all your financial information, from assets to liabilities, income sources and expenses.
I help you analyze your financial life and prepare a visual representation so you can see the effects of tradeoffs and what a financial plan can accomplish.
I provide custom recommendations and an action plan to help you achieve your goals.
Together, I help implement the agreed upon recommendations and set up an interactive model to track your progress.
Fearful of illness-induced financial ruin, a father seeks security for his family, but unexpected twists challenge his carefully laid plans. This relatable guide deciphers the confusing world of financial products, empowering you to protect your loved ones as you navigate the uncertainty of "getting sick along the way."
Interested in learning more about how I may be able help you? Contact me to schedule a complimentary, no-obligation consultation.
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Securities & Advisory Services offered through CreativeOne Securities, LLC, member
FINRA/SIPC
and an Investment Advisor. KeyAMS and CreativeOne Securities, LLC are separate entities.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
*David Barol/Key AMS does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.