Financial and Career Coaches are required to inform their clients of policies relating to privacy of information. At Keystone Financial Consulting we are committed to the highest standard of confidentiality.

In order to provide quality services, we need to collect personal information about you and, if applicable, your spouse. We do not disclose any information obtained in the course of our business except as required or permitted by law.

We maintain appropriate safeguards in order to protect any personal information.

Disclaimer

Keystone Financial Consulting is a financial counseling service. The information on our website is designed to provide accurate and authoritative information in regard to the subject matter covered. It is presented with the understanding that Keystone Financial Consulting is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional should be sought. 

Terms of Use

The information provide on the website is intended as a resource. Keystone Financial COnsulting is not liable for how this information is used by site visitors.
 

Indemnity

Client hereby agrees to indemnify and hold harmless Keystone Financial Consulting, its owners or agents, from any claim arising from information provided on our website or presented in a counseling sessions.

Refunds

At Keystone Financial Consulting our goal is to assist you in making educated, well-informed financial decisions.

If you are unsatisfied with our service we will return any associated fees you have paid, less any expenses incurred on your behalf for professional materials. We ask that you submit your request in writing and provide a detailed description of problem you encountered.