Michael P. Kelly - SafeMoney.com

Washington

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

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.

NRR1 AdvisorAIG AdvisorRSR Advisor

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

Contact this advisor



Other information

Other information:

SafeMoney.com is not affiliated with the financial professional listed on this page. SafeMoney.com holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. Please conduct your own due diligence before hiring any financial professional.

Proud Member

 FBIC LogoHorizSOFA Logo1

Contact Info

Safe Money Broadcasting Home no glow img

1107 Key Plaza #450
Key West FL, 33040-4077
1.877.476.9723
(877.GROW.SAFE)

Find a Financial Professional

bottom map

;