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Our Process

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:

<strong>1. INCOME PLANNING</strong>

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
<strong>2. INVESTMENT PLANNING</strong>

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
<strong>3. TAX PLANNING</strong>

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
<strong>4. HEALTH CARE PLANNING</strong>

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
<strong>5. LEGACY PLANNING</strong>

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
     


<strong>&#160; &#160; &#160; &#160; &#160;RETIREMENT ROADMAP</strong>

         RETIREMENT ROADMAP

It is important to make sure you have a retirement plan designed to last your lifetime. The plan should illustrate the steps you can take now in a simple straightforward way. Our Kelly Capital Retirement Roadmap helps keeps you in control of your retirement from day one. 

 

The Roadmap will provide peace of mind and confidence throughout your golden years.

READY TO TAKE

The Next Step?

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

Or give us a call at 248-262-7217