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Frequently Asked Questions

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Are you a Fiduciary?

Yes. A fiduciary, in an advisory relationship, is an advisor who holds a legal or ethical relationship of trust with their clients and has a legal and ethical duty to act in their best interest.

What type of clients do you work with?

As a KFG Advisor, I work with a variety of clients at different stages of their lives or careers to provide a spectrum of strategies to help each client achieve their financial goals.

What type of fees are involved?

No fees are involved until an investment strategy is mutually agreed upon and a plan is set forth to invest funds or implement the financial plan.

Who is Keystone Financial Group?

Keystone Financial Group (KFG) is an independent firm that partners with individuals and businesses during times of transition or retirement to help get their "financial house" in order.

May you explain the relationship of KFG with LPL Financial?

LPL Financial is simply our internal support system which holds custody of client assets, maintains client investment records and provides reporting directly to each client. LPL Financial is our internal resource for the services and support necessary to ensure that all client investments and financial needs are satisfied in a timely/efficient manner.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

Sean Melican

Financial Advisor

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6013 Brownsboro Park Blvd. Suite A

Louisville, KY 40207

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502.206.3373 EXT. 302

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