About Us

Keyscape Financialis a boutique financial advisory firm focused on leadingits clients to financial freedom. Our mission is to give our clients peace of mind through strategic financial planning.

Our business is built around the unique needs of each client. Each recommendation we give is based on the client’s personal circumstances, combined with independent research and analysis. One size does not fit all when it comes to financial advisors. At Keyscape Financial, your success is our success.

Our Services

Our client services go beyond what you may expect from a financial advisor. We offer a wide range of personalized services for all types of clients.

Tax Preparation and Planning

Financial Planning

Investment Advice

Resources

Financial planning at Keyscape Financial is an on-going and comprehensive process.

Retirement Planning

At Keyscape Financial, we make preparing for retirement stress-free. Retirement brings a new set of questions and considerations. Our team has figured out the answers to your tough questions, so you don’t have to. Partner with us to ensure you’re doing everything you should to make your retirement a success.

Insurance Analysis

Proper analysis is critical to ensure that you aren’t paying too much for insurance and have the correct type of coverage to fit your needs. Our advisors have access to a full spectrum of insurance products designed to help you manage the risks of death, disability, and illness. We provide guidance in choosing the coverage that is right for you and your family.

Financial Planning

At Keyscape Financial, we work together to create a comprehensive overview of your financial goals and outline the steps that you need to take to achieve those goals. We help our clients find solutions to a wide range of financial challenges from tackling debt to investment strategies. Our goal is to streamline your finances so that you can spend time focusing on what really matters.

Testimonials

At Keyscape Financial, the happiness of our clients is our top concern.

“The advisors at Keyscape Financial are knowledgeable, professional, and trustworthy. I have worked with Derek for the past five years to help me plan for retirement. Whenever I find something complicated, he always takes the time to patiently answer my questions and explain what is going on.I would highly recommend Keyscape to anyone looking for a financial advisor.”

- Pat C.

We look forward to working with you

Complete our form to get
Free Consultation with Keyscape Financials.

Contact Us, To learn how we can help you reach financial freedom.

Keyscape Financials works with all types of clients in the greater Sacramento area. Contact us today to schedule your free consultation.

Address

454 Princeton Rd. Sacramento, CA 76901

Phone

202-555-0151

E-mail

Send an Email