Services

The Kelly Group’s experienced and dedicated Team of professionals provides a variety of services, all with one aim in mind: to help you and your family achieve your financial goals. We know that choosing an advisor is a decision you do not take lightly. We understand that long-lasting, rewarding relationships are built on mutual respect and earned trust. We work to ensure that our services meet and exceed your expectations.

 

wealthsmall_offWEALTH MANAGEMENT

We believe meaningful partnerships with our clients result from a joint commitment to our carefully crafted wealth management approach. Our multi-stage financial planning process begins with an initial conversation in a comfortable setting in which we help define your goals and dreams. Once we have collaboratively developed your financial plan, we work with you to implement the mutually agreed-upon recommendations, and continue to monitor and review your progress.

 

assetsmall_offCAPITAL MANAGEMENT

As stewards of our clients’ assets, we tailor each investment plan to your particular needs and circumstances. We provide ongoing communication, including regularly scheduled reviews. As fee-based and independent advisors, our only incentive is to generate good results. We believe such results are best obtained through the practice of tried and true investment principles that have withstood the test of time. The most important of all of those principles is that the investor’s own behavior is the key to investment success. We believe that our primary role is to help guide each client’s investment behavior through communication, education and objective guidance.

 

taxsmall_offCPA AND CONSULTING

Our experienced and multi-faceted advisors can help make your tax season more organized and less stressful, not just by their thorough and diligent tax preparation, but also with their year-round tax planning. The breadth of The Kelly Group’s CPA and Consulting Team, however, reaches beyond taxes. For example, we also provide estate and trust administration and compliance, compile and review financial statements, and provide business succession planning.