Randy Flatt

Financial Advisor / Financial & Estate Planning at Keystone Planning Partners

Role
Advisor Estate Planning Investments Insurance at Keystone Planning Partners
Location
Memphis, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Randy Flatt

The Memphis Business Journal\'s full page article in July 26, 2009\'s…

Experience

  1. Advisor Estate Planning Investments Insurance

    Keystone Planning Partners

    Jan 2023 — Present · Memphis, TN, US

    Disclosures & Licensing: https://kppadvisors.com/licenses/

Education

  • The American College

    Insurance Estate Planning

Skills

  • Disability Insurance
  • Life Insurance
  • Finance
  • Financial Planning
  • Asset Allocation
  • Retirement
  • Strategic Financial Planning
  • Money
  • Project Planning
  • Fixed Annuities
  • Leadership
  • Wealth Management
  • Retirement Planning
  • New Planning Process-E- Money
  • Insurance
  • Financial Planners
  • 401k
  • Iras
  • Estate Planning
  • Financial Services

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Randy Flatt — Advisor Estate Planning Investments Insurance at Keystone Planning Partners in Memphis, TN, US | Unifers