Our Process
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 of Kelly Capital Roadmap.

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
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