Michael P. Kelly - SafeMoney.com


dba ABC's of Retirement & Income Planning Founder / Agent
9435 Weidkamp Rd Lynden WA 98264
Phone: 425-870-8188

ABC's of Retirement & Income Planning

Being a Senior Citizen myself, I have found that our needs are different and more complex than younger generations. I specialize in assisting pre-retirees and retirees in the proper way to convert their wealth into a lifetime of income and diversification to safeguard against outliving our money, protecting ourselves against the risks of financial losses due to market risk and volatility, medical issues and long term care needs, as well as protecting the financial future of surviving spouses.

In addition, I help us with planning for leaving a legacy for charitable gifts, and our children or grandchildren when that is a significant concern I have been in this industry for 30 years and I am highly credentialed and professionally certified to assist you with all of these issues.

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Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor.. Michael Kelly is independent of Tucker Asset Management. 

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