You’ve burned the midnight oil, maybe even burned the candle at both ends, and now it’s time you make certain that the key stakeholders in your life and in business aren’t left only holding a stake. Insurance, both personal and business, is an integral part of retirement planning and wealth management. The secret is developing the appropriate insurance goals that become part of your overall investment strategy. As fiduciaries and trusted advisors, our insurance professionals will review a wide variety of options for you to consider, and because we’re independent, and not aligned with any one insurance company, we’re able to offer objective solutions that will be essential as we look at not just your insurance needs, but also your retirement and wealth management objectives.

The Human Side of Business Needs Insurance, Too.

You and your critical stakeholders are driven to business success. Hard, backbreaking work has paid dividends and now it’s time that those dividends are reflected in prosperity and peace of mind. Kelly Financial has spent decades providing leading Wisconsin companies with business insurance solutions that can serve as the backbone of your retirement, wealth management and investment strategies. We take the time to understand your exact needs, to assess what’s already in place, if it needs to change or if it’s satisfying the goals. If gaps in insurance are determined, we’ll recommend appropriate solutions. And unlike many business insurance providers, we’re not product focused – we’re solutions driven.

Life Insurance

We provide life insurance planning and solutions to many business owners and their key stakeholders. Kelly Financial works in tandem with your estate planning attorneys, accountants and other advisors to make certain your needs are covered.

Long Term Care Insurance

Many Wisconsin companies offer long term care insurance to employees or executive team members as an added benefit. We’ll work with your executives to identify the appropriate long term care strategy and solutions for your business.

Disability Insurance

Kelly Financial also provides disability insurance to businesses of all sizes. Our solutions can cover paid sick leave, short term disability and long term disability benefits that insures earned income in case of injury, illness or physical impairment.

Personal and Individual Insurance

Unfortunately, personal insurance isn’t always that personal. Often times, it’s people pushing products rather than experts offering guidance and solutions. At Kelly Financial, many of our individual insurance clients are also business insurance customers, which means we’re able to develop a long-term insurance plan that is integrated into your wealth management and retirement planning needs. By looking at the complete insurance view, our specialists are able to advise our clients based on their needs, not based on the wants of the insurance companies.

Life Insurance

Personal insurance can be a valuable addition to any wealth management and retirement plan. With multiple solutions available to our insurance specialists, the ideal personal insurance plan can provide peace of mind for individuals and families.

Long Term Care

Long term care insurance also offers a tremendous amount of peace of mind. Knowing that gaps in your health insurance coverage, Medicare, or Medicaid will be covered by a long term care insurance solution can be an invaluable part of your retirement planning.

Disability Insurance

Many individuals favor disability insurance to supplement or replace income lost in case of extended sick leave, short term disability or long term disability. At Kelly Financial, we provide various disability insurance solutions that can meet the needs of almost any individual.

Check the background of this firm on FINRA’s BrokerCheck