Concerned that your financial strategy is
We're here to help you feel confident in your financial future.
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.
Our proprietary Kelly Capital Partners Retirement Road Map process is designed to help our clients achieve simplicity and confidence during their retirement years. Our Retirement Road Map is focused around five key areas of retirement planning: income planning, investment planning, tax planning, health care planning and legacy planning.
Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:
Once your income plan is established, we’ll help create an investment plan for the remaining assets that you do not need to draw from month to month. This includes:
Any comprehensive Retirement Plan will include a strategy for addressing taxes. This includes:
We’ll create a plan designed to help you protect yourself against rising healthcare costs, including:
It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes. Maximize your estate and income tax planning opportunities
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
R E A D Y T O T A K E
For more information about any of the products and services listed above, schedule a meeting today or register to attend a seminar.
Schedule a Meeting ➔ Register For A Seminar ➔
Or give us a call at 248-262-7217