Keystone Retirement Solutions
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Welcome To...

Keystone retirement solutions

Safety. Growth. Income. Legacy.
Watch a quick video to learn about our "Rock Solid Retirement Income Strategy" and the peace of mind that comes with knowing you have retirement income that's guaranteed to last as long as you do!
 

About Us


Tim Ferguson | President
Over the last 16 years, Tim has had the pleasure of working with thousands of clients. They all speak highly of his integrity, humility, skilled knowledge, and laid back demeanor that resonated to each of them upon meeting with him and throughout the transaction process. His tremendous love and passion is very apparent as he helps to provide all his clients with the necessary financial and insurance planning tools to insure against any unexpected future life event. This
proactive approach makes sure that existing and future generations will inherit a sense of financial stability.

Tim and his wife Judy have been blessed with 33 years of marriage and reside in the Raleigh, NC metro area. They have two amazing children, one son and one daughter, along with four rambunctious grandchildren. Prior to Tim’s financial advisory and insurance career, he and Judy owned multiple highly successful businesses in real estate, retail, and a wholesale distribution company. His life balance is built around his faith, family, friends and the lifelong relationships he
has forged with his clients over the years. When he is not meeting with clients, Tim enjoys spending time relaxing with his family, attending church functions, golfing, lifting weights at the gym, or playing in softball leagues.

At the initial discovery meeting, he seeks to gain an in-depth understanding about each client’s financial needs, current insurance coverages, and personal retirement goals. After the initial fact gathering meeting, he will then perform an extensive analysis of the information obtained in order to provide you with the best solutions/options to help you achieve your desired outcome throughout your retirement years. He utilizes his expert knowledge and numerous licensed
certifications to help provide the families and businesses he serves with innovative financial strategies and sound solutions. His well defined plans will result in financial clarity, security, and peace of mind for you, the client.

He and his team of experts welcome the opportunity to earn the trust of anyone looking for assistance with qualified plan rollovers (IRA,401K,403b, and TSP), long term care protection/planning, asset protection with no market risks, retirement income planning, life insurance/family legacy planning, tax free income strategies, Medicare supplemental insurance, social security maximization, etc. Once you personally schedule a meeting with Tim, you too will have a much better idea of how he can help you address any of the issues you have concerns
about and the best solutions to give you the peace of mind you innately deserve.
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Learn more about Tim Ferguson
schedule a time to meet with Tim
 
Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.       
  

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
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Qualified Plan Rollovers

Changing jobs and retiring are two transitional periods in our lives that can be both stressful and daunting. Fortunately, we work with people just like you every day. Many are seeking the best financial options to invest in and protect their hard earned money after they have left an employer or retire.

Whether you have an IRA, Roth IRA, 401k, 403b, or TSP, we can assist you in providing 100% safety and growth oriented options to roll these funds into while maintaining a tax deferred status or tax free (Roth IRA). Let us show you how to protect and grow your future retirement nest egg without any risk of market negative volatility while at the same time providing you with a much better retirement outcome.
how can we help you?
 

Sequence of Returns

These eye-opening points could mean the difference
​of thousands of dollars to you in retirement.
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Download your FREE COPY now!

Registration Form

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Learn More About 401(k) Plans...

 
We Love To Meet New People!
Contact Us

Proudly serving people in multiple communities across North Carolina, South Carolina, and Virginia. 
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EMAIL
tim@keystoneretirementsolutions.com
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CALL US
(919) 434-7707

Registration Form

Please fill in the form below.

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(919) 434-7707  |  tim@keystoneretirementsolutions.com

The information provided herein is the exclusive property of Keystone Retirement Solutions. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

​ © 2021. Keystone Retirement Solutions. ​
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