We are as concerned for your health as we are about keeping your money safe!
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.
About Us |
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Robert Kelly | Retirement Planning Specialist
Robert Kelly and his wife Susan are the proud parents of five children, and grandparents of four beautiful grandchildren. Robert has been serving his clients as an independent agent since 1999 and is recognized as a leading expert in retirement planning in his local communities. Robert was a featured representative and expert on two Nationally Syndicated Radio Shows, “Straight Talk Wealth Radio” and “The Retirement Solution Show” and currently hosts the “Safe Money & Income Radio Show” in South Florida. He has also been a Featured Contributor to the Fox Business Network.
Robert has enjoyed helping people across the nation protect their retirement money from market risk and high fees with safe money concepts. We are independent agents, which means we can seek out the best products from all the major carriers’ offerings, working with all the major A-rated carriers in the various fields to find the right products for our clients at the best rates possible. We are licensed in Florida, Michigan, Ohio, North Carolina, South Carolina, New Jersey, Virginia, and Texas. “Over the years I have helped my clients protect millions of dollars in retirement assets from market downturns, lock in market gains in up years, and develop guaranteed strategies for lifetime income and/or legacy planning. There is something truly wonderful about being able to help people have peace of mind about their financial future.” Bob is able to sleep well at night with the comfort of knowing his client’s retirement funds are fully protected, and it is his desire to give you that same peace of mind. |
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Listen To Some Client Testimonials:
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“My wife and I are glad to be in an annuity given what the stock market has been doing and what it possibly will do in the months ahead.”
John C., Allen Park Michigan “In my first meeting with Bob Kelly he had good information on the companies he worked with, and products they offered for new clients. He had active licenses in several states. He worked with me in several meetings and I chose my investment. A good man to work with.” Donald S., West Palm Beach Florida |
“Bob Kelly is a highly knowledgeable professional in his field. He will carefully listen to his clients, analyze their specific needs and then recommend fair and appropriate insurance answers. He conducts his business with integrity and honesty – attributes which seem to be in diminishing supply these days. Above all, Bob will stick by his clients and respond to on-going questions and challenges in a very timely, attentive and reassuring way. I unhesitatingly recommend his services.” Keith H., Parkland Florida |
“Robert Kelly is very knowledgeable in what he says and does and always available…a true diamond in this time of uncertainty!”
Estelle B., Berkley Michigan “Bob Kelly is professional and explains the products he represents very well. He follows up to make sure you understand and feel comfortable about your investment. He visits and updates you on your investment annually. Excellent follow up and concern for his clients.” Ken H., Lighthouse Point Florida |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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