Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Kelly Insurance LLC
Michael P. Kelly is an instructor for Adult Financial Education Services. He is also a financial services consultant and estate planner for CLA-USA Inc. He has a quarter of a century of service to clients that need safe strategies for wealth management, safe retirement investment options, guaranteed retirement income planning, asset-preservation strategies, guaranteed lifetime income-planning solutions, and estate preservation and asset-transfer planning for the benefit of their families. Michael graduated from Old Dominion University and also holds CLU – Emeritus (Certified Life Insurance Underwriter) and ChFC – Emeritus (Chartered Financial Consultant) professional designations from The American College. In addition, he has earned numerous industry awards for his dedicated service to protecting his clients from the risks of financial loss. He has been a frequent guest speaker and trainer for various seminars across the nation. Michael derives his greatest satisfaction from knowing that his clients have achieved and maintained their retirement planning objectives through prosperity and adversity while having their assets safely and securely appreciate in value without exposure to losses. His expertise is in developing plans that provide safe and secure solutions that are specific to his clients’ circumstances, needs and objectives. - See more at: http://www.adultfinancialed.org/instructors.html#sthash.4X2HWepy.dpuf
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.