Matthew  Bean

Matthew Bean

| CFP®, EA

Keystone Planning & Tax Service LLC

Fee Only Financial Planner Located in Lakewood, CO and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

3056 S Flower Court
Lakewood, CO 80227

Matthew Bean is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Keystone Planning & Tax Service was founded by Matthew Bean.  Matt is a native of Pennsylvania.  He graduated with Bachelor’s degree in Economics.  Fifteen years ago Matt moved to Colorado to seek out a fresh start and new prospects.  There he met his wife Pattie and they live happily in Lakewood Colorado.

Matt has been in the Financial Services industry for over 20 years.  He has served his clients in a capacity as a Registered Investment Advisor and Wealth Manager.  His career has provided him the opportunity to work in a wide range of roles from client service, to institutional trading and wealth management.  He brings a depth of experience, knowledge of the industry, and a historical perspective, that is rarely found today among other advisers. 

Matt founded Keystone Planning & Tax Service out of a desire to improve the financial service experience.  Furthermore he wanted to make independent, affordable, and impartial financial advice available to anyone regardless of their net worth, status, or financial experience.

Matt is currently a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.  He has been admitted to practice before the IRS. Matt also enjoys spending time in the mountains with his wife Pattie as well as traveling around the world.  When time permits they get out, hiking, and fly fishing and backpacking and snowshoeing.