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).

 


CARES ACT

 

 


RETIREMENT PLANS OVERVIEW
 

 

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →