Financial Planning Services

Discover many of the opportunities available to help you plan for your financial future.

Kelly Financial Services - Safe Money StrategiesTM

You can trace the beginnings of the financial planning profession to the year 1969. Back then, 13 individuals in different areas of the financial services industry met in a Chicago hotel and laid the foundation of what would become a specialized sector of finance for retirement planning. Much has changed since that time.

The industry has grown beyond having discussions over your kitchen table about insurance products. Indeed, that paradigm eventually changed too.

Not long ago, in fact, the financial advisory business was largely modeled on a platform of diverse assets that were managed by financial professionals. And success was largely measured by the performance of a portfolio of those assets against certain investment benchmarks. An improvement for sure, the limitations of this model were understandable.

Who cares if you beat the market but are unable to achieve your goals?

Today, the kinds of discussions financial advisors are having with their clients center around life goals, not just market returns. And the evolution is defined by two key factors: financial planning is holistic in its approach and it is a process. Those two attributes are useful for clients and planners alike. A holistic approach helps identify goals and a process helps achieve them.

At Kelly Financial Services, LLC, the future is now.

To meet the challenges of an increasingly complex world and growing needs of those in, or approaching, retirement, we are meeting these demands with our retirement planning practice. Our Safe Money Strategies™ process involves five steps integral for retirement planning: Discovery, Analyze, Develop, Implement, Review. We walk through these steps with you when we first meet.

Our model better aligns the traditional wealth management, wealth preservation and wealth distribution sides of our business with financial planning. A consultative, team-based approach of financial professionals, combined with a fusion of state-of-the-art technology, help our clients make better informed decisions. We believe that the financial products we utilize are tools to help our clients achieve their goals. And by having a suite of products and services available to us we are able to provide personalized solutions.

This all begins with some simple questions: How do you feel? What keeps you up at night? Where do you see your lifestyle at and beyond retirement?

The answers to these and other questions are found with a financial plan using a holistic process.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning