Kelly Financial Services, LLC is an independent SEC-registered investment adviser that offers comprehensive financial planning, investment advice, and retirement strategies. The firm emphasizes fiduciary duty and independence, providing personalized guidance to help clients achieve retirement readiness.
Services include financial planning, market updates, educational resources, and a commitment to transparency and client-centric care.
Fiduciary and independent advisory
Safe Money Strategies process
Comprehensive financial planning and investment advice
Services
Financial Planning Services
Comprehensive financial planning to help clients create a retirement readiness plan, including process alignment and safe money strategies.
Fiduciary and independent advisorySafe Money Strategies processRetirement readiness planning
Investment Advisory
Discretionary investment advice tailored to individual client needs, focusing on fiduciary responsibility and independent analysis.
SEC registered investment adviserDiscretionary investment managementIndependent and fiduciary approach
Credentials & Certifications
SEC Registered Investment Adviser
Since 2003
Fiduciary and Independent Advisory
Since 2003
Reviews
Rating
4.9
★★★★★
Reviews
153
"Michael Doucett is professional and efficient."
Frequently Asked Questions
What is a market correction? +
A market correction is a decline of 10% or more in a broad market index, such as the S&P 500, from its most recent peak. It differs from a bear market, which is a decline of 20% or more.
How can I avoid surprises at tax time? +
Tax laws change annually. Download the guide 'Would You Like to Avoid Surprises at Tax Time?' to learn about recent tax law changes, inflation impacts, proactive planning, and coordination with tax professionals.
Should I accept a buyout offer? +
Consider six key questions before deciding: readiness for retirement, health care coverage eligibility, tax consequences, financial professional coordination, and alignment with long-term goals.
4.9
