To Request Appointment, Call (650) 262-0130
Request Appointment
Request Appointment



We strive to develop a remarkable and personalized retirement strategy together with you. 

Our processes and systems are designed to help you achieve:

  • RETIREMENT with satisfaction and happiness.

  • ACTIONABLE preparation steps along the journey.

  • STRATEGIC retirement methodology by integrating our experience, resources and tools.

Our proprietary process is future-focused and founded in a holistic, common-sense financial approach in The Key2Retire Formula®.

Financial and Investment Advisory Services 

Our private client services include:

FERS Retirement Consulting

Federal Benefits Consulting

We offer FERS/CSRS retirement consultations to help employees make strategic benefit elections so that they can complete their retirement application with confidence.

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Retirement Planning

Financial and Retirement Planning

We specialize in assisting employees of the Federal government to optimize their FERS/CSRS benefits, calculate their TSP savings needs, and plan retirement.

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Investment Advisory Services

Investment Advisory Services

We offer investment advisory services to assist our private clients to develop and maintain investment strategies so that their portfolios can meet their needs for the long haul.

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The Monroe Team, Inc. is a Registered Investment Adviser doing business as Keystone Advisory Group, Keystone Planning Partnership and THE KEY2RETIRE FORMULA®. Advisory services are only offered to clients or prospective clients where The Monroe Team, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Monroe Team, Inc. unless a client service agreement is in place.  Kelly Lisa Monroe CA Department of Insurance License 0E40254.

THE KEY2RETIRE FORMULA® is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. THE KEY2RETIRE FORMULA®  FERS Toolkit, CSRS Toolkit, Scorecard, and Resource Checklist are educational only. No specific financial or retirement advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM), Retirement Office.

Keystone Planning Partnership | 1633 Bayshore Highway, Suite 220 | Burlingame, CA  94010 | Toll-Free 800.878.1964 | 650.262.0130