Complete Reliable Solutions

 At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since 1999. Most of our clients are individuals and companies who desire ongoing professional assistance in the creation and implementation of strategies to reach both personal and company goals.

In today's world of financial complexity, you need a complete array of reliable tools that provide solutions. At the Kelly Companies, our representatives offer products and services that enhance your financial plan. And give you the power to stay the course.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

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