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 a takes a good plan to retire well.1
When you think about your retirement, I bet you’ve asked these questions:
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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
1Advisory 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.