RD Kelley Financial Group, LLC.
At RD Kelley Financial Group we offer total (holistic) financial planning service for those seeking objective, fee-only advice. We offer comprehensive financial planning services regarding all areas that impact your financial life. We believe in building wealth through knowledge and educating our clients. In addition, we work hard to take the worry out of your financial future.
Attention to detail, is our watch word. Our goal is to listen to you first, review, and then develop a financial plan and portfolio allocation that is specific to you…an ongoing Life-Style Plan of action.
What do we mean by ongoing Life-Style Planning? The following is a sample of the major areas of planning we help are clients with: estate and trust, retirement, portfolio management, insurance, social security and taxes. We find that each client is unique and we team up with other professionals to help you reach your unique goals.
As a team we will work together to assist you in realizing financial security and achieving financial health.
Please take advantage of our initial (no-cost, no-obligation) consultation to review your specific situation.