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

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

KELLY CAPITAL PARTNERS
RETIREMENT ROAD MAP

Kelly-Capital-Retirement-Roadmap-ThumbYou 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 our 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

You're invited to attend

A Kelly Capital Partners Workshop

Kelly Capital’s workshops and presentations provide an opportunity for you to receive additional financial information at no obligation. Learn from the Kelly Capital team and guest speakers about strategies to help you to retire well. Kelly Capital will have plenty of informational handouts, reference materials and product literature on hand.

For specific dates and times of currently scheduled events, go here. Or you can use the form below 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 is on WMUZ

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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.

1DISCLAIMER: Investment Advisory Services offered through Global Private Capital LLC, an SEC registered investment advisor. Only Patrick Kelly, Jr. and Josef Waltenbaugh are investment adviser representatives of GFPC. Kelly Capital Partners and GFPC are not affiliated entities. Neither GFPC nor its Invest-ment Adviser Representatives provide tax or legal advice. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. Investing involves risk, including the potential loss of principle. Kelly Capital Partners is not affiliated with the Social Security Administration or any governmental agency. 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. SEC registration does not imply any level of skill or training.

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