Retirement Planning

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.

Kelly Capital is 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, Investment Advisor Representative, and Retirement Income Certified Professional

Kelly Capital Partners

A Kelly Capital Partners Workshop

You're invited to attend

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.

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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.

Kelly Capital is on WMUZ

Listen Saturday mornings at 9

 

Rerouting to Retirement book coverGetting 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.

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.

1 PLEASE NOTE: Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Kelly Capital Partners and JWCA are unaffiliated entities. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. 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 offices here.

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