Tom Kelley, CFP®
Welcome to our web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and a wide variety of resources to help you stay informed with many of the pertinent financial issues of today.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the concepts behind financial, investment, insurance, college education funding, retirement, and issues surrounding estate planning.
Most important, we hope you see the value of working with skilled professionals like a CERTIFIED FINANCIAL PLANNERTM professional and a company which has a long history of trust and tremendous resources to help you pursue your needs.
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Please let me know if someone you know needs a second set of eyes when it comes to their investments and retirement planning strategies.