Kelly Financial Services

Kelly Financial Services, nestled in the heart of Hickory Hills, Illinois, has proudly served the Chicago Southland area for over 25 years. Founded on the principle of fostering secure financial futures, we assist individuals and families in achieving their financial goals through personalized financial planning and innovative solutions.

Our Mission

To empower individuals to confidently navigate their financial journey by offering comprehensive guidance, tailored solutions, and ongoing support. We believe financial planning should be accessible, understandable, and tailored to each client's unique needs and aspirations.

Retirement Planning

• Develop personalized retirement roadmaps that align with your individual goals and risk tolerance.
• Leverage IRA solutions to maximize tax efficiency and ensure a steady income during retirement.
• Address specific concerns regarding market volatility and longevity risk.

Income for Life

• Secure your post-retirement income with guaranteed fixed annuities and life insurance options.
• Optimize your plan to protect against inflation and market downturns.
• Tailor your income strategy to your desired lifestyle during retirement.

Legacy Planning

• Generate wealth efficiently through strategic wealth transfer and estate planning.
• Designate beneficiaries for your retirement accounts and life insurance policies.
• Create a plan to minimize estate taxes and ensure the smooth transfer of wealth to your loved ones.

Additional Services

• Life Insurance Solutions: Ensure financial security for your loved ones in the event of your passing.
• Long-Term Care Solutions: Plan for potential future care needs with customized solutions designed to fit your unique situation.

Our Approach

We prioritize open communication, transparency, and personalized attention in all our client interactions. We take the time to understand your individual needs, goals, and anxieties to tailor a plan that aligns with your vision for the future. Our team works collaboratively with you, providing ongoing guidance and support throughout the process.