Our Philosophy
"When you retire, there should be a fundamental change of strategy in how you handle your investments. You will shift from the accumulation phase of growing your portfolio to the distribution phase of withdrawing from your portfolio to fund your retirement."
-- Janie Kelly
When we create our client's Kelly Capital Retirement Roadmap, we design it to help our clients achieve confidence during their retirement years by:
- Principle protection from market loss.
- Create income for a lifetime.
- Grow your net-worth at a reasonable rate of return.
- Keep up with inflation.
Our Purpose
A common question I get by almost everyone I meet with is: “Can I retire when I want, and live the lifestyle I desire in retirement, without running out of money”?
At Kelly Capital Partners, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products, and services to help you address your financial needs and concerns. We want everyone to plan to retire well.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal, creating income, growing net worth and keeping up with inflation.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.