Want to help your loved ones pursue their goals as they are working toward their retirement years? Well, now you can.
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Connect your loved ones with a knowledgeable financial professional who can help them navigate the ups and downs of life.
For example, think about the people you know who are:
- facing the loss of a loved one
- undergoing a medical crisis
- thinking about retiring early
- concerned about running out of money
- unsure about paying for long-term care
- interested in tax-efficient income planning, preserving assets or avoiding probate
Then, let your friend or family member know you'd like for them to have the opportunity to talk with us. There's never any pressure - just a listening ear and thoughtful guidance on their financial situation.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
It's time to refer! To share your referral, please send your referral's name to kelly@kellyfinancial.org, or make a "virtual introduction" by filling out this form:
Note: We will not contact them directly but will wait for them to contact us first.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice.
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