Wealth Management

Time could be on your side when it comes to investing.

Wealth Management

Wealth management can mean different things to different people. Services include investment advice, portfolio management, tax planning, asset protection and estate planning, to name a few. At Kelly Financial Services, we feel that in order to truly manage your wealth, each of these components needs to be analyzed, and more importantly, they need to be integrated and working together with each other to meet all of your goals.


At Kelly Financial Services, we maintain an in-house expertise in the following areas:

  • Retirement Income Strategies
  • Wealth Accumulation
  • Investment Advisory Solutions
  • IRA & 401(k) Rollovers
  • Long-Term Care Strategies
  • Life Insurance and Annuities

We will also coordinate with your trusted CPAs, attorneys and other professionals in providing you with the following services:

  • Trusts
  • Charitable Giving
  • Estate Planning
  • Tax Planning

We do not provide tax, legal or accounting advice. If you do not have an attorney and accountant, we can recommend one. The decision to hire them is yours alone; while we believe that the professionals we recommend are qualified and capable, we cannot guarantee their services.