Kelsey Financial Services
We take an active, holistic approach to your personal financial situation by cultivating your financial plan from the ground up. By starting with a custom financial plan, you ensure your portfolio is working toward your personal goals and can map out your financial journey accordingly adapting to whatever changes may happen along the way.
No one knows exactly where the future will take us. That’s why your financial plan needs to be as unique as you are and positioned to grow with you.
Call one of our advisors now if you have any questions or want to start your financial planning journey today!
Our Approach
We take an active, holistic approach to your personal financial situation by cultivating your financial plan from the ground up.
By starting with a custom financial plan you ensure your portfolio is working toward your personal goals and can map out your financial journey accordingly—adapting to whatever changes may happen along the way.
Plan
A comprehensive financial plan is the foundation for all our services. Your financial life is more than just investments. By organizing, defining and assessing your full financial picture, we provide you with a level of investment and advisory services that has consistently delivered positive value.
Save
A financial plan only works if it is integrated seamlessly into your life. We use the latest planning technology -including your own personalized financial planning website to organize cash flow, monitor all investments, track net worth, and follow your financial plan’s progress anytime – day or night.
Grow
Our roots run deep in the practice of portfolio management. With decades of combined investing expertise, we build portfolios that can be customized to fit your needs. Whether you’re living on your investments or putting your first dollars in the market, we work with you to build a strong, lasting portfolio.
No one knows exactly where the future will take us. That’s why your financial plan needs to be as unique as you are and positioned to grow with you.
Our Financial Advisor Services
Kelsey Financial is driven by our desire to create positive change in your financial life. There are few things more personal than your finances, and you deserve a relationship with an advisor who prioritizes you and your unique financial path. Our goal is to create the most attentive, responsive, and personable relationship you could receive. The financial services that we provide are Financial Planning, Asset Management, Socially Responsible Investing, and Variable Annuity Sub-Account Management.
Financial Planning
At Kelsey Financial, we work with you to build a plan that is the foundation where your investment portfolio can thrive. Financial planning is the backbone of a good asset management approach. Our goal is to create a plan that considers all aspects of your financial health, while also making it a point to educate you along the way. You will always have the clearest understanding of how your investments work towards each of your unique financial goals. View our Financial Planning video that will demonstrate how you can achieve your short- and long-term financial goals through Kelsey Financial.
Asset Management
We integrate your holistic financial picture into each portfolio to best manage your assets – always keeping your specific goals at the forefront of our advice. With the knowledge gained from decades of asset management experience, across various investment types, we’ve built model portfolios designed to be suitable for many risk objectives. We focus on creating a specific profile for you, using a blend of active and passive management techniques that lends itself to additional diversification. View our Asset Management video that will demonstrate how your specific profile is created and managed with us.
Socially Responsible Investing (SRI/ESG)
Should you desire to grow your assets while enriching the world in a way that aligns with your morals and ethics, Socially Responsible Investing is a solution that Kelsey Financial can offer you. Socially Responsible Investing may afford you a sense of accomplishment and world fellowship in sustainably growing your assets. We’ve curated several SRI-focused models to cater to your pursuit of the social and environmental causes you believe in. Please take a moment to watch our Socially Responsible Investing video that will show you how to plan, save, and grow your assets with a sustainable focus with Kelsey Financial.
Variable Annuity Sub-Account Management
One of the more unique advisory services we offer is the management of variable annuity sub-accounts. The management of variable annuity sub-accounts, typically performed by the annuity company’s asset manager, has been stripped down to allow you to work directly with us, as your asset manager, further aligning your investment strategy to the rest of your portfolio, while potentially reducing your annuity management fees, and allowing you to view all your investments in one online portal. Have a variable annuity that you would like to review? Call and ask us how!
What matters to you, matters to us.
We would love to hear about your goals and how we can help you pursue them.
Call us at (833) 453-5739 or submit our form today to schedule an appointment or to discuss your financial goals.