Services
Financial Planning and Consulting
Financial planning is the backbone of any good asset management approach. At Kelsey Financial, we work with you to build a plan that is the foundation on which your investment portfolio can thrive. Our goal is to create a plan that considers all aspects of your financial health, while also making it a point to educate you along the way. You will always have the clearest understanding of how your investments are working towards each of your unique financial goals.
Retirement Planning
It’s never too early, or too late for that matter, to begin planning one’s retirement. Whether you are in your accumulation, savings, or spending phase, or a combination thereof, we can assist you with your retirement plan. Our underlying mission is evident in our slogan, and we desire to help you plan, save and grow into your retirement plan.
Asset Management
With knowledge gained from decades of asset management experience, we build portfolios for you that are designed to be suitable for various risk objectives. We integrate your holistic financial picture into each portfolio to best manage your assets—always keeping your specific goals at the forefront of our advice. We focus on creating a specific risk profile for you, using a blend of active and passive management techniques to show continued diversification.
College 529 Investing
Will someone in your family be attending higher education at some point in their life? If so, we can assist you in growing a 529 educational savings account. These types of plans can offer tax benefits to individuals who use the account proceeds for post-high school education. These dollars can also be transferred within the family should other educational needs of the family arise. We believe in the importance of investing at a young age and higher education. In combining those two beliefs, the result is a 529 educational savings account.
How We Do It
Plan
A comprehensive financial plan is the foundation for all our services. Your financial life is more than just investments. By organizing, defining and assessing your full financial picture, we provide you with a level of investment and advisory services that has consistently delivered positive value.
Save
A financial plan only works if it is integrated seamlessly into your life. We use the latest planning technology -including your own personalized financial planning website- to organize cash flow, monitor all investments, track net worth, and follow your financial plan’s progress anytime -day or night.
Grow
Our roots run deep in the practice of portfolio management. With decades of combined investing expertise, we build portfolios that can be customized to fit your needs. Whether you're living on your investments or putting your first dollars in the market, we work with you to build a strong, lasting portfolio.