Our Firm
As an independent retirement planning firm, we are committed to designing a Kelly Capital Roadmap that will help you plan to retire well.
Our Services
We offer a full range of investments and financial services and have access to a wide array of solutions.
Our Process
Taking the steps to create a Kelly Capital Roadmap will give you peace of mind and confidence in your financial future. Our plans are designed to last a life time.
Our Approach
At Kelly Capital Partners we have created a 3 Step Approach – Discover, Strategize and Execute – to help ensure the Kelly Capital Roadmap we design for our clients will meet their retirement needs and goals.
We strive to build long-lasting relationships with our clients, offering education and guidance.
Get your copy of Janie Kelly’s book
Rerouting to Retirement:
Financial Navigation Tips from the Kelly Capital Road Map
Janie’s book is a guide to help soon-to-be-retirees navigate the sometimes-uncertain road of financial preparation necessary for retirement. Drawing from years of financial experience, Janie uses her personal and fiscal knowledge to define what retirement should look like for you.
Janie addresses:
- How to find — and stay on — the path to retirement
- Different risks in retirement
- The importance of Protection, Income, Growth and Liquidity in a retirement plan
Take Control of Your Retirement
When you are getting close to retirement it can be a daunting task. We can help to make sure your finances are in order and you have a plan to navigate through retirement. Download the Kelly Capital Partners' brochure to learn more about our philosophy and financial strategies to help you plan to retire well.