We can help you create a retirement readiness plan.


Looking for a good retirement primer?

Kelly Kelly's book is written for everyday people like you.

She aims to make your planning journey comfortable, understandable and actionable. Download for a fresh perspective.

Why is a process important?

Everyone can throw a dart and hit the bullseye once. But financial planning requires consistency to be effective. Enter the process.

Employing a process won’t guarantee achieving your retirement goals but you’ll have a better probability of achieving them with a process. We believe in a process called “Safe Money Strategies.”


Our Safe Money StrategiesTM Process

Our process better aligns the traditional wealth accumulation, wealth preservation and wealth distribution sides of our business with financial planning.

  • Discover

  • Analyze

  • Develop

  • Implement

  • Review

What are your goals?

As Neil Armstrong proved to a mesmerized world more than 50 years ago, life's greatest achievements always require "one small step."

Isn't it time for you to take your first step toward the retirement you've dreamed about? Watch this video. Be inspired. Dream out loud.

Kelly Financial Services can help you launch your own unforgettable adventure. Together, we'll help you answer this basic question: Where do you want to land?

When you have financial concerns,

We want to help you address them.

With Kelly Financial Services, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Market fluctuations and economic uncertainty can present challenges for your financial strategy. It may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

Email us at or call us at 781.849.3090 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Kelly Financial Services & the Kelly family have been proud to support the following:

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