Monthly Archives February 2004

I recently helped a friend or family member

If you’re watching this video, then a very close friend or family member must be a client of mine. I’m John Kelly, President of Kelly Financial Services, and it’s my job to make sure you enjoy a stress free retirement the way you always imagined. I’m here to help you plan before you retire and to protect your assets while you are in retirement. We view retirement as a 30 year marathon and not a 5 year sprint. Start planning today and let me help like I was able to help your friend or family member. Contact my office for
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Categories: email.

We’d like to a resource as you plan for retirement

You recently attended one of our retirement workshops but did not sign up for an appointment. I’m John Kelly, President of Kelly Financial Services. We understand the importance of timing and clearly the time is not right for you to discuss your retirement goals. We want to be a resource for you as you plan for retirement and will be emailing you every few weeks with a short educational message. If we have the opportunity to work together, these messages will serve as a reminder that we’re always going to be here to work for you as you enjoy your
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Categories: email.

We missed you at our recent financial workshop

You recently signed up for one of our retirement workshops but were unable to attend. I’m John Kelly, President of Kelly Financial Services. I believe a comfortable retirement begins with education. The more knowledge you have the better decisions you can make regarding your retirement future. I will be emailing you every few weeks with a short educational message. If we have the opportunity to work together, these messages will serve as a reminder that I’m always going to be here to work for you as you enjoy your retirement. You can always contact us through this website if would
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Categories: email.

Thank you

Thank you for attending our workshop. I’m John Kelly, President of Kelly Financial Services. We hope you found the seminar to be informative. My goal is to educate you on the many risks facing retirees today. It’s important for you to plan for longevity risk, interest rate, health care risk as well as stock market risk. Understanding these challenges will better help you make decisions for your retirement future. The most important step is for us to schedule a short consultation to review your personal retirement goals. There is no cost for the consultation. Have questions about your financial future?
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Categories: email.