Keystone Financial Planning

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Keystone Financial Planning 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.

Welcome back to Pete's St. Pete! This week we're stopping by Craft Kafe, a 100% gluten-free café and bakery on Central A...
10/26/2026

Welcome back to Pete's St. Pete! This week we're stopping by Craft Kafe, a 100% gluten-free café and bakery on Central Ave. If you're gluten-free (or just love a good cinnamon roll), it's worth the stop.

10/22/2026

A Roth conversion means moving money from a traditional IRA into a Roth, paying income tax on the converted amount now in exchange for tax-free withdrawals later. Our team is here to help determine if this move is the right fit for your financial situation.

www.keystonefinancialplanning.com/contact-us

Our ideal clients already have good financial habits, like saving consistently and maxing out their 401k. If you're alre...
10/19/2026

Our ideal clients already have good financial habits, like saving consistently and maxing out their 401k. If you're already doing the fundamentals well and want to know what's next, that's what we’re here for. Let's start the conversation about your financial future!

www.keystonefinancialplanning.com/contact-us

A 529 plan lets you save for a child or grandchild's education with tax-free growth and tax-free withdrawals, as long as...
10/16/2026

A 529 plan lets you save for a child or grandchild's education with tax-free growth and tax-free withdrawals, as long as the money goes toward qualified expenses like tuition, books, and housing.

It's one of the more flexible ways to help the next generation start ahead, and it can fit into your broader plan alongside your other goals.

www.keystonefinancialplanning.com/resource-center/money/saving-for-your-childs-future

10/09/2026

We sat down with Beckett Horner, an estate planning attorney with Block & Scarpa, to break down where the estate tax threshold stands and what it means in practice.

If your estate is approaching that number, or you own a business or property that could appreciate quickly, let’s talk about it. Get in touch with our team today.

www.keystonefinancialplanning.com/contact-us

A new job, a marriage, a growing family, an inheritance, or a divorce can all shift your tax situation, your savings pri...
10/07/2026

A new job, a marriage, a growing family, an inheritance, or a divorce can all shift your tax situation, your savings priorities, or your long-term plan. When your circumstances change, your financial plan should too. Let’s talk it over with our team.

www.keystonefinancialplanning.com/contact-us

Welcome back to Pete's St. Pete! This week we're spotlighting Lassing Park, tucked along Beach Dr. SE at 18th Ave. With ...
10/05/2026

Welcome back to Pete's St. Pete! This week we're spotlighting Lassing Park, tucked along Beach Dr. SE at 18th Ave. With fourteen acres of greenspace right on the water, this spot makes St. Pete feel like home.

Storm season puts emergency funds to the test. A good target for your emergency fund is 3 to 6 months of expenses in an ...
10/01/2026

Storm season puts emergency funds to the test. A good target for your emergency fund is 3 to 6 months of expenses in an account you can access without penalty or delay. If you're not sure where yours stands, let's talk it over with our team.

www.keystonefinancialplanning.com/contact-us

A Keystone Financial Planning ideal client already maxes out their 401(k). They're looking for someone to help them figu...
09/29/2026

A Keystone Financial Planning ideal client already maxes out their 401(k). They're looking for someone to help them figure out what comes next. That's where we come in: coordinating your accounts, planning around taxes, and building a strategy for the money you've already worked hard to save. Already maximizing your contributions? Let's talk about how we can help take your financial plan to the next level.

www.keystonefinancialplanning.com/contact-us

El Cap is a burger joint that's been grilling on 4th St N since 1964. The old-school, sports-bar atmosphere hasn't chang...
09/24/2026

El Cap is a burger joint that's been grilling on 4th St N since 1964. The old-school, sports-bar atmosphere hasn't changed much in 60+ years. If you haven't been, it's worth the stop!

Address

150 2nd Avenue N, Suite 660
Saint Petersburg, FL
33701

Telephone

+17273506051

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