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

 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →