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 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 Kelly Wealth Management, Inc. (KWM) Kelly Capital Partners and KWM are affiliated entities. KWM is an SEC registered investment adviser located in Southfield, Michigan. KWM may transact business in those states in which it is registered, exempt or excluded from registration. The content herein does not constitute an offer or solicitation for investment advice or for the purchase or sale of any security, insurance or other investment product.
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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 office here.