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Key Financial
Planning System

Financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your objectives.

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We monitor your financial plan on an ongoing basis and update your accounts nightly. Your financial information is always available to you on your own secure, private website.

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Latest News

Spring has SPRUNG and tax season is (almost) DONE!

On April 20th, Key Financial will be holding a “Document Shred Event” from 10:00am to 5:00pm. The event will be held at the West Chester Office, located at 1045 Andrew Drive, Suite A. Clients of Key Financial, as well as members of the general public are encouraged to bring any old tax information or documents that they would like to shred in a safe and secure manner. “Now that tax season is coming to an end, we have had many requests from clients asking if they could stop by and shred their old confidential documents”, explained Bernadette Hunter, Director of Communications at Key Financial. “They know we utilize a secure system of document shredding, and in light of all the identity theft issues happening on a national level, we are happy to give them this opportunity.”

Local CPA Bruce Boylston of Rothman Boylston, LLC, has high praise for events like these. “With all of our attention focused on cyber security we tend to overlook our paper. A study not too long ago showed that one in five data breaches involved paper documents. Most tax documents still reflect your social security number along with other information. Best practices is to always shred your paper documents.”

Employees of Key Financial will happily accept all paper documents without any metal bindings. No CDs or flash drives can be accepted.