Kelly Francis Financial

At Thirteen Twenty-Two Advisors, we believe in building strong relationships with our clients. Our team is dedicated to helping you achieve your financial goals and pass them on to the next generation. Led by Kelly Francis, ChFC, CRC, CKA, our team brings extensive expertise in financial planning, investment management, and retirement planning. We strive to educate and empower our clients with the knowledge they need to make informed decisions about their financial futures.

Mission Statement

Our mission is rooted in the values of Proverbs 13:22, "A wise man leaves an inheritance to his children's children." We aim to assist every client in not only reaching their current goals but also in building a lasting legacy for their family. By providing personalized financial guidance and expert advice, we help our clients navigate the complexities of wealth management, retirement planning, and estate planning.

Services

We offer a comprehensive range of services designed to help you achieve your financial objectives. From investment management and retirement planning to estate planning and tax strategies, our services are tailored to meet the unique needs of each client. Whether you're just starting out or nearing retirement, we can help you create a financial plan that aligns with your values and goals.

Useful Links

In addition to our financial planning services, we provide access to a variety of useful resources. Our website features market commentary, research reports, and calculators to help you better understand your financial situation and make informed decisions. We also offer links to relevant articles and presentations on topics such as retirement planning, investment strategies, and tax planning.