Did NASA Or Tarzan Plan Your Retirement? 3 Pitfalls To Avoid
I was pleasantly surprised to see that my Forbes.com article about retirement planning has already received more that 10,000 views since it launched right after Christmas! The general tenor of the feedback has been that the reader experiences a little of what it's like to meet with me to talk about their retirement plan. If you haven't seen it yet, here is the link:
Welcome
At CFK Financial, our goal is to help make retirement planning satisfying and enjoyable.
Retirement is a journey, not just a destination.
As with every journey, you need to know where you are now, then figure out where you want to go and how you want to get there. We help you to create a road map for your entire trip. Then we use a variety of financial vehicles that can help you move toward your goals.
The plan for your retirement should be as unique as you are. There's a lot more to it than simply reaching a numerical savings target or following oft-repeated maxims. Visit our Services page to explore how we can guide you!
Frank Kelly, President
Frank Kelly has assisted thousands of families with their retirement planning needs since 2002. He has led hundreds of public educational workshops on retirement strategies and trained and mentored other advisors across the country.
As a fiduciary, Frank is an Investment Advisor Representative with Retirement Wealth Advisors (RWA). He has a Series 65 Securities License. He also carries a Life, Accident & Sickness Insurance License in Georgia.
Frank is a member of the National Association of Insurance & Financial Advisors (NAIFA).
He earned a Bachelor's degree in Economics at the University of Virginia.
Contact Us
How May We Help?
Please use the "message" box, to let us know what your interest is. For example:
- Yes, I would like to Chat with Frank Kelly
- I'm interested in your retirement planning services (Income Planning, Investment Management, Milepost Planning)
- Please contact me about your professional resources (Estate Planning, Long Term Care, Tax Planning & Preparation)
- Please send me information on your next retirement planning workshop
- Please add me to your newsletter
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) a Registered Investment Advisor. CFK Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that CFK Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
ANNUITIES
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
Professional Services
Professional service providers are suggestions only. These professionals are not associated with CFK or RWA. You are encouraged to consult your tax advisor or attorney.