0001398344-14-002179.txt : 20140414 0001398344-14-002179.hdr.sgml : 20140414 20140414154636 ACCESSION NUMBER: 0001398344-14-002179 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140414 DATE AS OF CHANGE: 20140414 EFFECTIVENESS DATE: 20140414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Planning, Inc. CENTRAL INDEX KEY: 0001596906 IRS NUMBER: 341521921 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15727 FILM NUMBER: 14762535 BUSINESS ADDRESS: STREET 1: 7261 ENGLE RD, #308 CITY: CLEVELAND STATE: OH ZIP: 44130 BUSINESS PHONE: 440-234-6323 MAIL ADDRESS: STREET 1: 7261 ENGLE RD, #308 CITY: CLEVELAND STATE: OH ZIP: 44130 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001596906 XXXXXXXX 03-31-2014 03-31-2014 false Keystone Financial Planning, Inc.

7261 Engle Rd, #308 Cleveland OH 44130

13F HOLDINGS REPORT 028-15727 N Linda A. Borowiak 440-234-6323 /s/ Linda A. Borowiak Cleveland OH 04-14-2014 0 52 129172 INFORMATION TABLE 2 fp0010157_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 3715 6922 SH SOLE 0 0 6922 ABBVIE COM 00287Y109 1336 25990 SH SOLE 0 0 25990 APPLIED MATERIALS COM 038222105 621 30399 SH SOLE 0 0 30399 BLACKROCK COM 09247X101 614 1951 SH SOLE 0 0 1951 BRISTOL-MYERS SQUIBB COM 110122108 2935 56498 SH SOLE 0 0 56498 CARDINAL HEALTH COM 14149Y108 474 6768 SH SOLE 0 0 6768 COLGATE PALMOLIVE COM 194162103 1104 17012 SH SOLE 0 0 17012 CLOROX COM 189054109 411 4671 SH SOLE 0 0 4671 CONOCOPHILLIPS COM 20825C104 4095 58206 SH SOLE 0 0 58206 CISCO SYSTEMS COM 17275R102 4700 209653 SH SOLE 0 0 209653 CHEVRON COM 166764100 4255 35785 SH SOLE 0 0 35785 WIS TREE EM MKT HY EMERG MKTS ETF 97717W315 326 6644 SH SOLE 0 0 6644 WIS TREE SMALL DIV SMALLCAP DIVID 97717W604 484 7094 SH SOLE 0 0 7094 WIS TREE EM MKT SM EMG MKTS SMCAP 97717W281 297 6371 SH SOLE 0 0 6371 WIS TREE HI YLD EQ EQTY INC ETF 97717W208 4044 71480 SH SOLE 0 0 71480 WIS TREE MIDCAP DIV MIDCAP DIVI FD 97717W505 258 3344 SH SOLE 0 0 3344 WIS TREE INTL RE GLB EX US RL EST 97717W331 506 18263 SH SOLE 0 0 18263 WIS TREE DEFA HY EQ DEFA EQT INC ETF 97717W802 862 18055 SH SOLE 0 0 18055 ISHARES DJ SELCT DI SELECT DIVID ETF 464287168 1032 14074 SH SOLE 0 0 14074 EXELON COM 30161N101 327 9749 SH SOLE 0 0 9749 FEDERATED INVESTORS CL B 314211103 1087 35594 SH SOLE 0 0 35594 AGL RESOURCES COM 001204106 3357 68561 SH SOLE 0 0 68561 GENERAL MILLS COM 370334104 210 4045 SH SOLE 0 0 4045 GLAXOSMITHKLINE SPONSORED ADR 37733W105 4003 74919 SH SOLE 0 0 74919 ISHARES HI DIV EQ HIGH DIVIDND ETF 46429B663 3668 51344 SH SOLE 0 0 51344 INTEL COM 458140100 4834 187289 SH SOLE 0 0 187289 JOHNSON & JOHNSON COM 478160104 4805 48912 SH SOLE 0 0 48912 COCA-COLA COM 191216100 4311 111512 SH SOLE 0 0 111512 LOCKHEED MARTIN COM 539830109 6956 42613 SH SOLE 0 0 42613 MCDONALD'S CORP COM 580135101 4461 45505 SH SOLE 0 0 45505 3M COM 88579Y101 227 1673 SH SOLE 0 0 1673 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 888 12730 SH SOLE 0 0 12730 MICROSOFT COM 594918104 4703 114738 SH SOLE 0 0 114738 NOVARTIS SPONSORED ADR 66987V109 1298 15269 SH SOLE 0 0 15269 OCCIDENTAL PETROLEUM COM 674599105 499 5239 SH SOLE 0 0 5239 PAYCHEX COM 704326107 877 20589 SH SOLE 0 0 20589 PEPSICO COM 713448108 2322 27803 SH SOLE 0 0 27803 PFIZER INC COM 717081103 5008 155921 SH SOLE 0 0 155921 PROCTER & GAMBLE COM 742718109 5553 68890 SH SOLE 0 0 68890 POTASH CORP COM 73755L107 5003 138119 SH SOLE 0 0 138119 ROYAL DUTCH SHELL SPON ADR B 780259107 4543 58158 SH SOLE 0 0 58158 SCHWAB US DIVIDEND US DIVIDEND EQ 808524797 4187 113635 SH SOLE 0 0 113635 SANOFI SPONSORED ADR 80105N105 472 9037 SH SOLE 0 0 9037 SOUTHERN CO COM 842587107 765 17421 SH SOLE 0 0 17421 SYSCO CORP COM 871829107 4276 118361 SH SOLE 0 0 118361 AT&T COM 00206R102 4795 136736 SH SOLE 0 0 136736 TOTAL S.A. SPONSORED ADR 89151E109 5163 78704 SH SOLE 0 0 78704 VANGUARD REIT INDEX REIT ETF 922908553 489 6925 SH SOLE 0 0 6925 VANG HIGH DIV YLD HIGH DIV YLD 921946406 3305 52354 SH SOLE 0 0 52354 WALGREEN CO COM 931422109 659 9983 SH SOLE 0 0 9983 WISCONSIN ENERGY COM 976657106 1436 30850 SH SOLE 0 0 30850 EXXON MOBIL COM 30231G102 2616 26786 SH SOLE 0 0 26786