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Retire well
KELLY CAPITAL PARTNERS RETIREMENT ROAD MAP
You wouldn’t plan a road trip to somewhere you’ve never been, without first looking at a map, or for that matter, checking during the trip. The same logic applies to your retirement: Since you haven’t been all the way through retirement yet, you’re going want some kind of guidance — a road map — to get you all the way through before you start.
The proprietary Kelly Capital Partners Retirement Road Map process is designed to help our clients achieve simplicity and confidence during their retirement years. Our Retirement Road Map is focused around five key areas of retirement planning: income planning, investment planning, tax planning, health care planning and legacy planning.
It takes a good plan to retire well.1
When you think about your retirement, I bet you’ve asked these questions:
- Will we have enough money?
- Are we protected against financial loss?
- What’s the plan if at least one of us gets sick or needs long term care?
Those are the very questions we designed Kelly Capital Partners to help you answer with our proprietary Retirement Roadmap. When Kelly Capital Partners proposes a retirement plan, we look at how to help protect your assets, grow your money and plan for those events none of us really want to think about like long-term health care. We’d love the chance to talk with you. Please fill out the form on this page, or call my office to set an appointment at 248-621-3000.
— Janie Kelly
Managing Partner, Investment Advisor Representative
And Retirement Income Certified Professional
Chris Stevenson meets Janie Kelly
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Contact Kelly Capital Partners
If you missed or want to hear again Janie Kelly's weekly radio program (Saturday mornings at 9), here they are:
Listen (again) to Janie's conversations with Bob Dutko and Chris Stevenson
On the second Friday of each month Janie Kelly talks with Chris Stevenson, and the last Friday of the month she talks with Bob Dutko. We archive thos conversations here, so you can listen again, or to catch up on what you missed.
Kelly Capital Monthly Report
A continually building library of past conversations with Janie Kelly, Principle and Managing Partner of Kelly Capital Partners.
Watch a Kelly Capital Retirement Webinar:
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Call for your complementary review:
248-621-3000
Retire well
Getting to and through retirement takes more than just hope and a prayer. It takes planning and knowledge.
Kelly Capital clients get that with Janie Kelly and her crew 24/7. You can get it too, with a copy of Janie’s book Rerouting to Retirement. Ask how to obtain a copy when you call for your complimentary retirement review.
Access retirement advice 24/7 by asking how to get a copy of Rerouting to Retirement. Call Kelly Capital Partners at 248-621-3000
1Advisory services offered through Kelly Wealth Management, Inc. (KWM) Kelly Capital Partners and KWM are affiliated entities. KWM is an SEC registered investment adviser located in Southfield, Michigan. KWM may transact business in those states in which it is registered, exempt or excluded from registration. The content herein does not constitute an offer or solicitation for investment advice or for the purchase or sale of any security, insurance or other investment product.
By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.
Kelly Capital Partners is solely responsible for the content contained in this page. Please direct all inquiries related to Kelly Capital Partners, or its products and services to Kelly’s office here.
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