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Keith A Kelsey

President at Kelsey Financial Services

Deland, Florida

Quick Answer

Keith A Kelsey, President, is a licensed independent financial professional at Kelsey Financial Services in Deland, Florida with 30+ years of experience. Specializing in Annuities, Federal Employees, Indexed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Keith A Kelsey in Deland, Florida

Phone: 386-801-2084

Email: [email protected]

Areas of Expertise in Deland, Florida

AnnuitiesFederal EmployeesIndexed AnnuitiesRetirement Income PlanningEstate PlanningTax PlanningLife InsuranceWealth TransferFixed Annuities

About Keith A Kelsey — Deland, Florida

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

President of Kelsey Financial Services in Deland, Florida

Keith A Kelsey is President of Kelsey Financial Services, based in Deland, Florida. Keith Kelsey is an agent who has been working in the insurance and financial services industry since 1988. He helps retirees, families, business owners and individuals protect themselves, plan for the future and achieve their financial goals. With over 30 years of experience in the industry, he understands what people are looking for when it comes to protecting and growing their assets.

Personal Background and Community Involvement

Keith and his wife Juliene have four children, one son-in-law and three grandchildren. One of his greatest joys is spending time with his children and grandchildren. He also enjoys casting his fishing line into the water and going after the "big one". He spends several weeks in the summer at a children's camp teaching fishing and boater safety.

Financial Planning Approach and Philosophy

As an experienced financial professional, Keith concentrates his time and energy on assisting his clients in building, protecting and preserving their wealth. One of the key elements in Keith's practice is to help clients understand that "wealth is what you keep after taxes". Whether clients are building their nest egg or protecting it, the impact of taxes must always be considered in planning insurance and financial strategies.

Commitment to Client Peace of Mind

Keith knows that having your money work for you while enjoying the peace of mind that your assets are safe, makes for good sleep at night. If you are dreaming about retirement, already retired or just planning for the future, Keith Kelsey is available to discuss safe money opportunities.

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Frequently Asked Questions About Keith A Kelsey & Financial Advisors in Deland, Florida

What services does Keith A Kelsey offer?

Keith A Kelsey at Kelsey Financial Services offers Annuities, Federal Employees, Indexed Annuities in Deland, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Keith A Kelsey SafeMoney Certified?

Yes, Keith A Kelsey is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.