Mark Kelly (CFP®)

Mark Kelly focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Planning Specialties

College Funding

We have found many parents only want the best for their children and before they think about Retirement they are often challenged to figure out how to pay for college. Often taking on loans to do so robbing them of dollars needed for retirement. Student Loan debt recently exceeded $1.5 TRILLION which far exceeds even credit card debt. Our goal is to end the student loan crisis one student and parent at a time. You deserve the retirement you have worked hard to achieve.