Kelly Capital Partners

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Kelly Capital Partners Kelly Capital Partners is a Southeast Michigan independent retirement advisory firm with over 20 years of combined financial experience.

We pride ourselves in providing the highest level of retirement planning and customer service. Kelly Capital Partners is a Southeast Michigan independent retirement advisory firm. We provide financial guidance that retirees and pre-retirees, so then can achieve financial independence. We develop comprehensive financial plans that are designed to chart a course to retirement, and help you navigate during retirement. The customized Kelly Capital Retirement Roadmap uses financial vehicles that can take steps to help keep your principal protected from market loss, grow your net worth at a reasonable rate of return, keep up inflation and create income for a lifetime. At Kelly Capital Partners, we want you to retire with confidence and peace of mind. We want to help you plan to retire well.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
10/16/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
10/14/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

If you'd like to participate in emerging markets, what are your options?
10/09/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/07/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
10/05/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
10/02/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/30/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Retirement may change your perception of investment risk.
09/28/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
09/25/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
09/23/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Address

26676 Woodward Avenue
Royal Oak, MI
48067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12482627217

Website

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