Start Today,

Plan For Tomorrow

THE 4 EASY STEPS TO AN ACTIONABLE PLAN

Schedule a meeting

Make an appointment to meet with a Financial Consultant either in person, or over the phone. We’ll ask you to gather some relevant information about your investment objectives and strategies so we can start drafting a detailed analysis.

Set your goals

During your goal planning session, we’ll evaluate your goals based on a number of factors, including your desired retirement age, assets, net worth, and how you want to spend your time—and money.

Make a plan

We’ll determine how likely you are to reach your financial goals based on various factors. We’re also able to see how hypothetical situations could influence your plan.

Take action

End the session with an actionable plan in hand, and the confidence you need to know you’re on the right track.

Schedule a Meeting

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DC, FL, GA, HI, IN, IL, KS, MD, MI, MS, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WV.

© 2019 The Kelley Financial Group LLC.

Contact

The Kelley Financial Group

Phone: (844) 686-8380

Fax: (412) 246-3880

1603 Carmody Court Ste 300

Sewickley, PA 15143

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