Our Services

Upon determining his client's specific financial goals and objectives, as well as assessing their risk tolerance, Kelley will develop a comprehensive investment strategy tailored to help meet the client's individual needs.

Because he focuses on retirement plans, Kelley can assist clients who are receiving distributions from 401(k), 403(b), profit-sharing, money-purchase or pension plans and explain the alternatives available. He can also consolidate IRA investments to help clients pursue meaningful goals for retirement.

In addition, Kelley's knowledge of 529 college savings plans helps clients consider various alternatives for investment, be it lump sum, annual or monthly.