Keystone Financial Planning provides intelligent, thoughtful financial planning that’s truly tailored to each client’s unique needs.
Founder Peter Pastman, CFP®, is a dedicated fiduciary who acts as your personal CFO in your best interest at every step.
09/08/2026
Welcome back to Pete's St. Pete! This week we're spotlighting 1st Ave Liquors, a staple with one of the best bourbon selections in the city. The Clubhouse is a secret bar tucked behind the liquor store. If you know, you know! Next time you're stocking up, take a minute to look around.
09/07/2026
Happy Labor Day from the Keystone Financial team. Today's a good reminder: the work you put in now is what funds your future. We're grateful to help our clients build the bridge to connect their present and future.
Do you need a trust, and if so, which kind? We brought in Beckett Horner, an estate planning attorney with Block & Scarpa, to break it down. Revocable living trusts avoid probate and keep you in control. Irrevocable trusts serve more specific purposes: asset protection, tax planning, or providing for a beneficiary who needs extra support. There's no single right answer, just the one that fits your situation.
www.keystonefinancialplanning.com/contact-us
09/01/2026
Choosing a retirement plan for your small business? It depends on what you're solving for. The right structure depends on your team size, cash flow, and goals. Let's start the conversation.
www.keystonefinancialplanning.com/contact-us
08/27/2026
Welcome back to Pete's St. Pete! We're spotlighting the Zubrick Magic Theatre. They put on a show packed with sleight-of-hand, family-friendly comedy, and grand-scale illusions. Perfect to have in your back pocket for an out-of-town guest you need to keep entertained!
08/24/2026
Estate plans aren't set-it-and-forget-it. A new grandchild, a move to a new state, a marriage, a divorce—any of these can make an existing plan outdated. The plan itself doesn't need to be complicated. It just needs to reflect your life as it is now. Let’s get in touch and ensure your plan is up to date.
www.keystonefinancialplanning.com/legacy-planning
08/21/2026
You're the CEO of your life. We're here to act as your CFO. At Keystone Financial Planning, we grow what you've built, protect it through retirement, and pass it on the way you want. You can learn more about how we can protect your financial future on our website.
www.keystonefinancialplanning.com
Do you need a trust? It depends. A trust skips probate which means faster distribution and more privacy than a will alone. It tends to make sense if you own property in more than one state, have a blended family, or want control over how and when heirs receive their inheritance. Get in touch with our team to discuss what makes sense for your specific financial situation!
www.keystonefinancialplanning.com/contact-us
08/17/2026
A will only takes effect after you're gone. It doesn't help if you're incapacitated. That's what a durable power of attorney is for. It names someone to make financial decisions on your behalf if you're unable to. Without one, your family may need court approval to manage your affairs. Let's start that conversation now.
www.keystonefinancialplanning.com/legacy-planning
08/13/2026
When's the last time you sat down and reviewed your financial plan? Has it been over a year? A plan you set once and never revisit tends to fall behind. A plan you check in on regularly stays useful. Let's talk about yours.
www.keystonefinancialplanning.com/contact-us
