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Retirement Planning

Don't leave money on the table when it comes time to claim your Social Security benefits!

There are ways to claim your Social Security, and then there are ways to claim your Social Security. What’s required legally? What’s the optimal age to claim your benefits? What are the upside and downside considerations you need to make? These questions and more will be answered at the next Kelly Capital Partners Social Security Workshop on Tuesday, August 20th,  6PM, at Rochester College in Troy. It’s free, but because of limited seating, registration is required.  Call 248-621-3000 or go here to more details and to register.

Do you have what's required to retire well?

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 to want some kind of guidance — a road map — to get you all the way through before you start.

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We are here to help you retire well

But it a 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. 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 opportunity 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 and
Retirement Income Certified Professional
Kelly Capital Partners

You're invited to attend

A Kelly Capital Partners Workshop

Kelly Capital workshops are designed specifically for adults at a stage in life where complex decisions can have a profound impact. This enlightening workshop will provide insightful information on how to avoid some very common mistakes people make in electing Social Security benefits and how to build a retirement plan to last you a life time.

For specific dates and times of currently scheduled events, go here. Or you can use the form to let them know you want to attend. And be sure to check back from time to time as new dates and location are announced.

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.

Kelly Capital Partners’ proprietary Retirement Road Map process is designed to help Kelly Capital’s clients achieve simplicity and confidence during their retirement years. The Retirement Road Map is focused around 5 key areas of retirement planning: INCOME PLANNING, INVESTMENT PLANNING, TAX PLANNING, HEALTH CARE PLANNING, and LEGACY PLANNING. Click the link below to download a PDF that describes Kelly Capital Parters’ take on each one.1

Download a description of the KCP Retirement Roadmap (PDF)
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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.

Kelly Capital is on WMUZ

Listen Saturday mornings at 9

 

Join other WMUZ listeners

Join other listeners in entrusting your retirement planning to Kelly Capital Partners. Schedule a complimentary analysis of your current retirement plan to get Kelly Capital Partners’ take on strategies to help you retire well.

Schedule now
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1DISCLAIMER: Janie Kelly holds the Retirement Income Certified Professional designation and is not an Investment Advisory Representative with J.W. Cole Advisors, Inc. Shawn Mueller and Josef Waltenbaugh are Investment Advisors Representatives and offer advisory services through J.W. Cole Advisors, Inc. (JWCA). Kelly Capital Partners and JWCA are not affiliated entities. Any references to protection benefits and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Disabled persons requiring assistance with the Public File should contact Linda Martens 313-272-3434, ext. 135

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