Kevin Paul Kelly & Associates is an independent financial services firm, specializing in Financial and Investment Management Services. We are located in Traverse City, Michigan at Logan's Cove on beautiful Boardman Lake

Call 231-929-9600 for more information

Financial Planning 

  • Individual/Family Financial Planning And Review
  • Central Asset Brokerage Accounts
    • Individual and Business accounts
    • Monthly/Quarterly and Year-End Statements
    • Checking Account MasterCardĀ® Rewards Program
  • Comprehensive Online Services
    • Consolidated Online Statements
    • Research
    • News
    • Quotes
    • Bill Payment Service
    • Electronic Funds Transfer Services
    • Direct Deposit Service
  • Money Managed Accounts
    • Fee-Based Third Party Money Managers for High-Net-Worth Individual Investor

Retirement Planning 

  •  Individual/Family  
    • Rollover IRAs, Traditional IRAs, Roth IRAs
    • Variable and Fixed Annuities
    • Stock Option Analysis
  • Small to Mid Sized Businesses
    • SEP IRA, SIMPLE IRA, Profit Sharing, 401K

Estate Planning 

  •  Estate Preservation Strategies
  • Term and Whole-Life Insurance
  • Long-Term Care Insurance

Education Planning 

  •  529 Plans
  • Coverdall Education Saving Accounts
  • Custodial Accounts

Health Insurance 

  •  Small, Mid, and Large Group Health Plans
  • Disability Income Protection Insurance

In the News:

Read the Record Eagle's article; Kevin Paul Kelly & Associates advises on the shore of Boardman Lake

Tools and Reports

Account Access               Calculators