| Company: | The Kelly Group |
| Contact: | Rick Fletcher |
| Address: | 48 E. Gordon Street |
| City: | Bel Air |
| State: | MD |
| Zip: | 21014 |
| Phone: | 410-893-0560 |
| Fax: | 410-838-3287 |
| Email: | rick@kellyria.com |
| Website: | https://kellyria.com |
About My Practice
With our 100-year legacy, we're not just here for the present but committed to being your partner for the long term. We serve clients in over 35 state and understand the importance of building lasting relationships and being a dependable resource as your needs evolve over time. Whether it's planning for retirement, navigating government benefits, or addressing any financial concerns, our team is here to provide the support and guidance you need every step of the way.
Our long-term approach is especially vital when it comes to navigating complex systems like Medicare, Social Security, and Federal and Government Agencies. It requires ongoing support and guidance, and our commitment to being here for the long haul ensures you have the resources and expertise you need to make informed decisions about your future benefits.
Our Partnership: Navigating Federal Benefits Together
At The Kelly Group, we approach every partnership as a collaborative and holistic relationship. This approach is particularly crucial for federal government and workforce benefits planning, where ensuring clients are prepared to leverage the resources available to them requires careful consideration of all aspects of their financial health.
Planning for federal benefits involves more than just understanding the benefits themselves. It requires an in-depth analysis of an individual’s overall financial situation, including pension and supplemental income, Federal Workforce & Employee benefits, to include life insurance (FEGLI), medical plans (FEHB or Tricare), dental and vision coverage (FEDVIP, to name a few). By taking a collaborative approach, we can work closely with our clients to gather comprehensive information about their circumstances and goals. Together, we help clients optimize their Social Security and Medicare decisions, while also taking a hard look at Federal Government and Workforce Agency benefits (whichever applies), while also addressing their financial concerns, providing them with peace of mind and confidence in their future.
Offering Advice Since
1992
Areas of Specialty
Estate planning
Federal Benefits
Medicare and Social Security Planning
Legacy Planning
Retirement Planning
Wealth Management
Comprehensive Financial Planning
Licenses, Certifications, Education, and Affiliations
Designations: CFP, ChFEBC
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
My Association with the Office or Firm
Employee