Financial Planning & Investment Management — Kevin Paul Kelly & Associates
Independent Financial Services · Traverse City, MI
Financial Planning & Investment Management
Kevin Paul Kelly & Associates is an independent financial services firm, specializing in Financial and Investment Management Services. Located at Logan’s Cove on beautiful Boardman Lake.
FINRA MemberSIPC MemberIndependent & Fee-Transparent
Comprehensive Financial Services
Tailored strategies for every stage of your financial journey.
Financial Planning
- ●Individual/Family Financial Planning And Review
- ●Central Asset Brokerage Accounts (Individual and Business)
- ●Monthly/Quarterly and Year-End Statements
- ●Comprehensive Online Services (Consolidated Statements, Research, News, Quotes, Bill Payment, EFT, Direct Deposit)
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
Money Managed Accounts
- ●Fee-Based Third Party Money Managers for High-Net-Worth Individual Investors
Education Planning
- ●529 Plans
- ●Coverdell Education Saving Accounts
- ●Custodial Accounts
Tools & Resources
Securely access your accounts and manage your financial future with confidence.
