Kelly Financial Services believes that the more educated and informed a client is about financial and retirement planning, the better decisions they will make about their financial future. In that spirit, we provide the following video that can help you understand some of the concepts and strategies that we leverage every day to deliver results for our clients.
[divider/]More Videos
Sep 26, 2013
Timing is Everything
Are you one of the baby boomers or retirees who believes you need to accept a certain level of market risk when planning for your retirement income needs?
If so, you may have discovered that those risks can be greater than anticipated, quickly derailing your long-term plans. This short video reveals the importance of a balanced portfolio to limit risks you may be exposed to.
Contact me for an annual review of your current retirement plan so we can evaluate your asset blend. With the introduction of more conservative assets with increased guarantees, we may be able to help you better meet your goals and dreams.
