You deserve to enjoy your retirement to the fullest. And we get it - retirement planning can seem overwhelming, but a sound strategy is key in making the most of your later years.
The truth is that many retirees skip out on planning, making the retirement transition a nerve-racking experience. And this is why a retirement plan is essential. With a customized Kelly Capital Roadmap, you get access to a step-by-step guide to help you navigate through retirement and make the most out of life.
Want to know how much money you'll have in retirement? And how long it will last?
Kelly Capital Partners is here to help you retire well. We'll create a personalized blueprint for your retirement—a roadmap if you will—to help you navigate what can be a complicated landscape.
Here is what to expect:
We want to ensure that you can retire with peace of mind, knowing that you have a simple, straightforward plan in place to guide your decisions and make the most of your assets.
That's why we take a holistic approach when we look at your retirement prospects. We'll coordinate all the important pieces—your Social Security, taxes, investments, pensions, and more—to come up with a plan that works for you.
When you're planning for retirement, it can be easy to get overwhelmed with all the steps and details that go into a sound, complete plan. With so much to consider, it's important to have a guide that will walk you through each step in your retirement planning journey.
Our signature roadmap is a 3-step process that is customized specifically for you:
Step 1: We gather all the data pertaining to your specific situation such as income sources (Social Security), tax rates, investments, pensions, etc., to give you a clear picture of your financial situation.
Step 2: We organize this information into a report detailing how it will affect you throughout your retirement years along with software comparisons so you can make informed decisions about adjustments that need to be made before you retire.
Step 3: Your custom roadmap is created from this report detailing the projected income from sources such as Social Security, pensions, stocks/bonds/mutual funds/etc. It also shows how much income with inflation factored in will be needed from each of these sources for each year of your retirement.
The Kelly Capital Roadmap is a comprehensive retirement plan designed to help you reach your life goals by organizing and integrating your financial resources. It is a long-term plan that evolves with your needs through all the stages of your life.
The strategies that drive the Kelly Capital Roadmap include:
Principle Protection From Market Loss
The primary objective of the Kelly Capital Roadmap is to preserve your investment portfolio by minimizing losses during times of uncertainty in the marketplace. Our portfolio design includes a process for managing risk through the use of specific asset allocations. We also seek to create opportunities for growth throughout every economic cycle.
Create Income for a Lifetime
Achieving financial independence requires careful planning so that you can enjoy all aspects of retirement without worrying about running out of money. We help you establish an income strategy to make sure you never outlive your money.
Grow Your Net Worth at a Reasonable Rate of Return
Capital appreciation strategies are designed to grow your assets over time while maintaining liquidity and flexibility. Our goal is not only to help you avoid losses but also
to ensure that your assets are growing at a proper rate when the economy is strong and stable.
Keep Up With Inflation
Inflation can be one of the biggest threats to retirement savings because it reduces the spending power of your money over time. Our strategies are designed to keep up with inflation so that your retirement income keeps pace with the rising cost of living.
We have extensive experience in all areas of retirement planning. But when it comes to helping you create the best strategy for your future, there are five key areas we focus on most:
You have no doubt heard the expression, "A journey of a thousand miles begins with a single step." When it comes to your finances, there's never been a more accurate statement.
The principles we have developed at Kelly Capital Partners are based on your current situation and your long-term financial goals. With our retirement planning guide, we help you get on track towards financial security and enjoying a comfortable retirement.
Our goal is to ensure all the pieces align toward providing you with retirement income for life. Contact us today to schedule an appointment.