Denis Kelly, Financial Planner, WestPoint Financial Group

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United States
Lisle, IL
Denis Kelly, Financial Planner, WestPoint Financial Group

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org).

I offer total financial needs analysis through a network of experienced professionals with expertise in:

Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas
Business Owners
Insurance Strategies
Investment Strategies

Languages
English

I am licensed to sell insurance in FL, IA, IL, & WI. Supervisory address Supervisory Office: 30 S Wacker Dr. Suite 2700, Chicago, IL 60606. Phone: 312-347-1660

MassMutual refers to Massachusetts Mutual Life Insurance Company

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/28/2026

Coverage, savings, and protection needs can shift with time. The end of the year is a good time to reach out and talk through your plan.

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/47zUBYK

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4ypBMSW

Address

2441 Warrenville Road, Suite 300
Lisle, IL
60532

Website

https://westpointfinancialgroup.com/who-we-serve/licensing

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