Kelly's Financial Services

07/26/2022

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07/26/2022

Get in the know about life insurance and how it can benefit you and your family. Contact me today

**2016 AVA PLATINUM Award Winner! What is Indexed Universal Life, or IUL?Learn how Indexed Universal Life Insurance (IUL) can capture market growth while pr...

04/29/2022

Financial page under construction. Reach out to me directly through my personal page and messenger.

09/29/2021

September is Life Insurance Awareness Month

If you don’t have life insurance contact me today

09/29/2021

Imagine being able to provide a debt free education or financial head start for adulthood for them while creating a strong financial foundation.

I have accounts for my grand kids. They will not have to get it out the mud by any means.

Contact me if you want to start an account for your children or grandchildren.

06/30/2021

Most parents only think of College Planning for their children, instead of life planning. Your children will continue to go through various stages of life including, but not limited to, marriage, buying a home, starting a business, travel/vacation, retirement, and death. Why not set your children up for college and beyond, while maximizing tax advantages and leveraging the effects of compound interest and time.

Ready to set up the next generation?

06/24/2021

Save $1 a year and double it for 20 years you’ll have a million dollars. Imagine if you could save more than $1 a year how much you’ll have in 20 years. Want to learn more? Contact me and schedule an appointment.

06/22/2021

75% of the population have NEVER engaged with a financial professional. Don’t let this be you. Schedule an appointment with me today!

06/04/2021

With today’s economic challenges having one income or a career that doesn’t offer exponential growth & advancement is no longer an option.

Who do you know that is looking for a new opportunity? We may have an opportunity for them at Elevated Wealth Group .

Full, Part-Time & Work-from-Home opportunities available. DM for more information.

11/23/2020

When is $1,000,000 not a $1,000,000?

When you take it out of your 401(k) or Traditional IRA when you retire. Uncle Sam wants his share, which depending on potential tax rate increases could be $300,000 or more lost to TAXES!

See, most people don’t realize that they have a contract with Uncle Sam. Who controls how much taxes you will pay? Do you think taxes are going up or down in the future? Do you think you’ll be in a higher tax bracket or lower? When will you need your money the most? Will you have tax credits when you retire?

That could potentially mean thousands of dollars less each month when you retire.

So when DOES $1,000,000 = $1,000,000?

When you have your $1,000,000 nest egg in a TAX-FREE retirement plan.

Diversifying your portfolio is key, but this doesn’t necessarily mean putting all your money in a Mutual Fund.

Let me show you how to ensure you’re at a 0% tax bracket in retirement and can enjoy the retirement you deserve.