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Thomas Kelly, Financial Advisor Serving the Greater Philadelphia Area

Thomas Kelly is an independent financial advisor providing retirement planning services to clients in Colmar, Pennsylvania and the surrounding areas.

http://www.thomaskelly-lplfinancial.com/

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Thomas Kelly, Financial Advisor Serving the Greater Philadelphia Area | thomaskelly-lplfinancial.com Reviews
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Thomas Kelly is an independent financial advisor providing retirement planning services to clients in Colmar, Pennsylvania and the surrounding areas.
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Thomas Kelly, Financial Advisor Serving the Greater Philadelphia Area | thomaskelly-lplfinancial.com Reviews

https://thomaskelly-lplfinancial.com

Thomas Kelly is an independent financial advisor providing retirement planning services to clients in Colmar, Pennsylvania and the surrounding areas.

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1

Investment | Thomas Kelly

http://www.thomaskelly-lplfinancial.com/resource-center/investment

How I Can Help. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Rule of 72. Do you know how long it may take for your investments to double in value? From Boats to Brokers.

2

My Advantage | Thomas Kelly

http://www.thomaskelly-lplfinancial.com/p/my-advantage

How I Can Help. Committed to Providing Personalized Service and Objective Advice. As financial markets become more complex, working with a financial advisor one can trust is more important than ever. Individuals and families are busy and often don’t have the time to manage and truly understand their investments. Working with an experienced advisor may provide a higher level of confidence as they approach retirement and other milestones. When working with Thomas, clients can benefit from:. As an independe...

3

My Strategy | Thomas Kelly

http://www.thomaskelly-lplfinancial.com/p/my-strategy

How I Can Help. Developing Customized Strategies Through a Holistic Process. Thomas Kelly believes each of his clients have unique financial situations and individual goals and objectives. As a result, he doesn’t rely on a cookie cutter approach when developing comprehensive financial planning and investment strategies. Instead, he dedicates his time to creating customized strategies that align with the client’s financial objectives. Sign up for my Newsletter. Error processing your request. Please tr...

4

Do You Feel Lucky? | Thomas Kelly

http://www.thomaskelly-lplfinancial.com/resource-center/estate/do-you-feel-lucky

How I Can Help. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? Put It in a Letter. A letter of instructions provides additional and more personal information regarding your estate. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Sign up for my Newsletter.

5

Insurance | Thomas Kelly

http://www.thomaskelly-lplfinancial.com/resource-center/insurance

How I Can Help. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? The chances of needing long-term care, its cost, and strategies for covering that cost. The Other Sure Thing. When considerin...

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