Our mission is to help you integrate a financial strategy, so you can plan to retire well.
Learn How ➔
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Kelly Capital Partners Retirement Road Map, we’ll examine your current financial situation, and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
LET'S GET STARTED ➔
Centralize important documents and information for your family and loved ones. This document will be a critical resource in the event of an emergency or major life event.
In complying with the State of Michigan and their efforts to combat the spread of the Coronavirus, we have canceled our April and May Social Security Workshops. We have added dates to host live Webinars in order to stay in touch with our community. Those dates can be found here:
View Calendar ➔
Webinar: Investing During Uncertain Times
May 27, 2020 - 2:00 pm | Online
May 28, 2020 - 11:00 am | Online
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to book an appointment with us any time. We are here to help.