- Welcome Alex Green as our new Client Service Associate, May 2020
- Jim Trull Celebrates 40 Years in the Financial Planning Industry, May 2020
- Welcome Megan Mallory to our Team Full-Time, May 2020
- New Keystone Cares Giving Back Initiative, March 2020
- You're Invited to our 9th Annual Shred Event, Feb 2020 — POSTPONED Due to COVID-19, New Date TBD
- Top 10 Things to Know about the new SECURE Act, Jan 2020
- New Article: 2020 Tax Planning, Nov 2019
- Meet Our New Staff Member, Megan Mallory, Sept 2019
- New Article: Estate Strategies, May 2019
- You're Invited to our 8th Annual Shred Event, Jan 2019
- Introducing Wealth Wise, A New Young Professional Financial Planning Platform, March 2017
- New Videos Added to Web Site, Aug 2016
- Jim Trull Earns Certified Financial Transitionist® Designation, May 2016
Alex joined our team as our new Client Service Associate in May 2020. As a recent graduate from Clemson University, Alex earned his B.S. in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Alex plans to sit and test for the CERTIFIED FINANCIAL PLANNERTM exam in November 2020. Read Alex's complete bio here.
Please join us in welcoming Alex to our team.
May 18, 2020 marks 40 years in the financial planning industry for Jim Trull. After graduating from NC State University in 1980, Jim started his career in the insurance side of the business but quickly learned he wanted to service clients’ financial planning needs as well. Jim built Keystone Financial Partners into the business it is today, a thriving business with a growing client base and staff.
What is next for Jim? He doesn’t plan to slow down any time soon. While Jim finds time to enjoy his hobbies, such as photography, he continues to meet with his clients regularly and plans to continue to grow Keystone Financial Partners’ client base and services. He is growing his staff, recently hiring our college intern full-time after graduation as well as hiring a new client service associate.
In Jim's own words, “Thanks to everyone who has supported me over the years. I’m grateful for all the friendships, business and client relationships that have developed throughout my career. I feel blessed to have found an industry that I’m not only committed to but also still feel passionate about after 40 years.”
Megan joined Keystone Financial Partners in May 2019 as a Client Service Intern. She recently graduated from NC State University with her bachelors degree in Business Administration with a concentration in Finance. Upon graduation, Megan accepted our offer to join our team full-time as a Financial Planning Assistant. She will assist Jim and Chris with running client financial plans, retirement income analysis and Morningstar based reports. Read Megan's complete bio here.
Please join us in welcoming Megan to our team.
Keystone Cares is a giving back initiative started by our firm in 2020. Our goal is to connect our clients with opportunities to give back to the communities in which we live and work.
We hosted our first Keystone Cares event in March 2020. In celebration of International Women’s Day, a special group of our female clients came together to help change the lives of women in our communities who are less fortunate. We spent the morning packing meals and writing notes of encouragement that will be donated to the Women’s Center of Raleigh. In the 40 years of service, the Women’s Center has served over 18,000 women in the Triangle Area. It was an honor to partner with such an amazing organization as they work to break the cycle of trauma, abuse, violence and homelessness for women in our communities. Learn more about all the Women's Center does here. See photos from this event here.
YOU'RE INVITED TO OUR 9TH ANNUAL SHRED EVENT — POSTPONED Due to COVID-19, New Date TBD
With the 2019 tax season almost behind us, chances are you have accumulated a lot of documents that you need to get rid of. Don’t risk throwing those documents containing private information in the trash or burning up your own shredder. Bring them to our office to take advantage of our shredding service. We will have an extra-large bin to collect your documents that will be locked up until our shredding company comes to shred them later that day.
We’ll also be serving lunch from Danny’s Barbeque, including shredded pork, sliced turkey, beef brisket, along with sides, toppings and dessert. Stay and enjoy lunch or take a box to go.
Your friends and family members are also invited to take advantage of this free service! Bring them along to enjoy lunch too. As always, we are committed to protecting your privacy and providing you with helpful and convenient service!
Where: Our Office at 1255 Crescent Green, Site 440, Cary, NC
What to Bring: Any documents to be shred
RSVP to Tami Hollingsworth by Monday, April 20.
Top 10 Things to Know about the new SECURE Act article
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new law includes some big changes for your retirement account. Below is a link to an article highlighting the top ten things you need to know. If you have any questions about how this may impact your retirement accounts, feel free to contact our office at 919-463-0018.
Top 10 Things to Know about the new SECURE Act article.
NEW ARTICLE RELEASED: 2020 TAX PLANNING, Nov 2019
The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. What’s on the horizon? 2020 will be a year of evaluation as the United States holds its presidential election. Will tax issues play a key role in the national conversation? It’s very possible. See the complete article here.
MEET OUR NEW STAFF MEMBER, MEGAN MALLORY, Sept 2019
Megan joined Keystone Financial Partners in May 2019 as a Client Service Intern. She is a current senior at NC State University majoring in Business Administration with a concentration in Finance. Read Megan's complete bio here.
Please join us in welcoming Megan to our team.
NEW ARTICLE RELEASED: ESTATE STRATEGIES, May 2019
Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Yet, approximately 50% of 50 year olds don’t have a will in place - despite the fact that almost 60% of Americans plan to leave an inheritance.
Taking time to create estate strategies not only helps you put your financial house in order, but can also save you money. By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.
JIM TRULL RECEIVES WOMEN'S CHOICE AWARD AGAIN FOR 2018, December 2017
Jim Trull is proud to announce that again for 2018, he received the Women’s Choice Award®* for Financial Advisors, the premier recognition award for advisors who provide quality service to their female clients. Jim went through an extensive evaluation process to qualify for this award, including a comprehensive survey to his clients. Achieving this award demonstrates Jim’s commitment to his extraordinary service in addressing the financial needs of women and their families. To learn more about this award and WomenCertified®, Inc., see our full release here.
See the complete press release here.
The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women's Choice Award, 145 were named Women's Choice Award Financial Advisors/Firms. The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the ward may vary from year to year. For more information, please visit www.womenschoiceaward.com.
Many of you already know Chris Walsh. He joined our firm in March 2010 and has over 10 years’ experience working in the financial industry. Chris became a CFP® in November 2012 and has been gradually transitioning to be an Associate Wealth Manager.
Having recently completed a yearlong mentoring program with Jim, Chris can now work with clients directly. He has created a special program within Keystone Financial Partners called Wealth Wise. Wealth Wise is designed to provide young professionals access to financial planning with flexible options. To learn more about this new program please visit www.wealthwiseplanning.com.
If you know of someone that does not meet Jim’s investment minimums but would still benefit from a financial planning relationship, perhaps your adult children or family friends, please let us know! Chris would be happy to contact them to discuss their situation and review the flexible options we have available to help them get started with their financial plan.
NEW VIDEOS ADDED TO WEB SITE, August 2016
We have just added a series of short educational videos to our web site. These videos cover important investing topics, often from an emotional perspective of investors, how our brains work and how we can take control of our actions. Have you ever wondered why diversification is so important? Could news headlines be derailing your sound investment strategy? Learn how the brain works during different market cycles and how that can impact our decisions and reasoning. A new video will be added each month covering a different topic.
You'll see a new set of letters behind Jim's name, CeFT®. In April 2016, Jim became a Certified Financial Transitionist® by completing a 24-month program designed to help him guide his clients through the financial and personal sides of major life transitions. He is part of a small, global network of advisors who are using processes developed by the Sudden Money® Institute (SMI). Jim attended monthly classes where he learned different aspects of Financial Transition Planning- tools for decision-making and protocols for comprehensive listening to help better serve his clients. Please join us in congratulating Jim on this latest accomplishment!
See the complete press release here.