WealthByDesign™
Plan
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Your Retirement Game Plan
We help you figure out the best ways to save for those golden years, from IRAs to pension plans.
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Goal-Oriented Investing
We develop investment strategies that align with your financial objectives, aimed at growing your portfolio.
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Tax-Savvy Strategies
We keep a close eye on the latest tax code changes, as we believe it's our duty to help you minimize your tax payments over your lifetime, ensuring you save more in the long term.
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Global Wealth Strategies
For those with international ties, we navigate the complexities of managing wealth across borders.
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Saving for School
From college funds to saving accounts, we've got strategies to help you prep for education expenses.
WealthByDesign™
Protect
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Budget & Cash Flow Analysis
Let's get your daily finances sorted – from everyday budgeting to managing debts.
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Social Security Income Strategies
We crafting strategies to optimize your Social Security benefits, tailored to meet your long-term financial goals and retirement plans.
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Medicare Planning
We provide specialized advice on Medicare Planning, ensuring your healthcare needs are strategically aligned with your financial goals for a secure future.
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Long-Term Care Planning
Description gOur Long-Term Care Planning service provides a meticulously tailored, professional strategy to ensure your financial readiness for future care needs, instilling confidence and tranquility in your long-term outlook.oes here
WealthByDesign™
Prosper
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Planning Your Legacy
Making sure your wealth goes where you want it to when the time comes, with trusts, wills, and more.
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Family Wealth Services
We crafting strategies to optimize your Social Security benefits, tailored to meet your long-term financial goals and retirement plans.
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Giving Back
If you're keen on charity, we'll show you how to make your philanthropic dreams a reality.
“Kelly has a way of making complex financial decisions feel simple and personalized, ensuring I'm comfortable and confident with every step.”