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YOUR DREAMS MATTER

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 insurance, investment products and services, to help you address your financial needs and concerns.

The Kelly Capital Retirement Roadmap

The Kelly Capital Retirement Roadmap process is designed to help our clients achieve confidence during their retirement years. Our Retirement Roadmap focuses on 5 key areas of retirement planning.


1. INCOME PLANNING

Our goal is to help ensure your expenses will be paid month-to-month with certainty for the rest of your life.

     • Maximizing social security
     • Analyzing income & expenses
     • Creating an inflation plan
     • Developing a spousal plan
     • Establishing a longevity protect plan


2. INVESTMENT PLANNING

We’ll create an investment plan to accomplish your retirement goals.

     • Assessing your risk tolerance
     • Adjusting portfolios to reduce fees
     • Controlling volatility
     • Evaluating ways to reduce risk
     • Maximizing comprehensive institutional money management


3. TAX PLANNING

A comprehensive retirement plan addresses taxes.

     • Assessing the taxable nature of current holdings
     • Strategizing to include tax-deferred/tax-free assets
     • Analyzing to reduce tax burden

4. HEALTH CARE PLANNING

We’ll create a plan designed to help protect you against rising healthcare costs.

     • Analyzing options for a long-term care plan
     • Assessing health insurance
     • Exploring annuity long term care income

5. LEGACY PLANNING

It’s important to make sure remaining assets go to your beneficiaries instead of taxes.

     • Maximizing estate and income tax planning opportunities
     • Establishing a will/trust to ensure any assets are properly distributed
     • Protecting IRA and qualified accounts from becoming fully taxed upon death
     • Analyzing life insurance



We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.


How?

Retirement Income Strategies

Wealth Management

Annuities

Investments

IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.


How?

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.


How?

Legacy Planning


R E A D Y   T O   T A K E

The Next Step?


For more information about any of the products and services listed above, schedule a meeting today or register to attend a seminar.

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 Or give us a call at 248-262-7217