Our Mission

Our Mission is to design a retirement financial plan to meet our client's goals, so they can plan to retire well. Kelly Capital Partner is a full service retirement planning firm. We are committed to providing our clients with personalized financial solutions that are tailored to grow and protect their retirement savings.

How We Work

We are a relationship based practice; that understands a client's needs today, as well as their future dreams. This guides us in designing customized plans which are truly client centric.

Our Vision

We strive for better solutions, a commitment to be vigilant in global markets that are constantly changing. We provide our clients with current, reliable information and advice, so that together we make the very best decisions.

A better approach, better methods, better answers, brings forth better results.

What is Important to Us

Integrity is the cornerstone of all relationships.
We value a culture of respect.
We value input from those we serve through active listening, learning and continuous improvement.
We will be diligent in delivering objective and independent advice.

We take personal ownership in helping find solutions to meet our client's objectives.
We will maintain client confidentiality.
We believe in social responsibility and will actively support our community and those in need.

READY TO TAKE

The Next Step?

For more information about our products and services schedule a meeting or register to attend a workshop.

Schedule A Meeting Attend a Workshop

Or give us a call at 248-262-7217