KELLY FINANCIAL & INSURANCE SERVICES, LLC

Serving clients nationwide, we provide guidance and support through every stage of your financial journey.

Family
NIL
Small Business
Legacy
Boardroom
Frist Responders

SERVICES

From College & Careers to Parenthood & Pensions:

Life Insurance, Family Protection, Estate Conservation, Legacy Planning, Investment strategies & Tax optimization solutions

From the Locker Room to the Boardroom & The First Play to the Final Deal:

NIL, Pro Athletes/Coaches, Contract Structuring, Business Development, Branding, Risk Management, Executive Bonus & Retention

From Mom & Pops to Main Street & the Municipalities:

Business protection, Employee Benefits, Risk Management, Pension Maximization Strategies, Investment Solutions, Tax optimization & Family protection solutions

OUR DIVERSE BACKGROUNDS...

Broadcast media, professional and collegiate sports, business development, entrepreneurship, real estate and public safety, deliver innovative, real-world perspective that goes beyond the traditional financial credentials.