WEALTH PRESERVATION
AND RISK ENGINEERING FOR DECADES®



Mark A. Kelley

Assistant Vice President/Investments
Chartered Retirement Plan SpecialistSM
Accredited Wealth Management AdvisorSM

To you my family, friends, clients and fellow members of the professional community, I dedicate my website. For it is without you that none of this would be possible. For your consideration, I have highlighted three areas of Business Focus. These three areas take into consideration the Asset Building Stage (RETIREMENT PLAN CONSULTANT), the Asset Utilization Stage(RETIREMENT PLANNING), and the Asset Preservation Stage (FIXED INCOME PORTFOLIO MANAGEMENT SERVICES).

 


CONSIDERATIONS FOR THE NEW 2018 TAX BILL



 

2018 RETIREMENT PLANNING KEY NUMBERS

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →