Kelly Financial Services believes that the more educated and informed a client is about financial and retirement planning, the better decisions they will make about their financial future. In that spirit, we provide the following video that can help you understand some of the concepts and strategies that we leverage every day to deliver results for our clients.


Videos
IRA Reboot
A fun way to describe a complex financial strategy on how to protect your retirement nest egg against taxes.
Financial Advisor | Retirement Planner John Kelly Oak Lawn Illinois "Bond Alternatives"
http://www.kellyfinancialservicesinc.com/ Fixed indexed annuities offer a great alternative to bonds. They have a fixed rate option that is close to most bond rates right now and they are tax deferred. You can change them without selling or losing money in...
Financial Advisor | Retirement Planner John Kelly Oak Lawn Illinois "Finding a Planner"
http://www.kellyfinancialservicesinc.com/ Financial planners advise clients on how best to save, invest, and grow their money. They can help you tackle a specific financial goal—such as readying yourself to buy a house—or give you a macro view of your money and...
Financial Advisor | Retirement Planner John Kelly Oak Lawn Illinois "Inflation Solutions"
http://www.kellyfinancialservicesinc.com Whether you're 25 years old or three days away from collecting Social Security, inflation is one of the biggest enemies your retirement strategy is likely to face. Why? Because investors can be sure that inflation will relentlessly gnaw into...
What Have We Learned From History?
Do you know if you have enough money to retire comfortably? You can choose the day you retire, but you can't control what the markets do that day...or any day thereafter. Take a second to learn what the financial markets...
Timing is Everything
Are you one of the baby boomers or retirees who believes you need to accept a certain level of market risk when planning for your retirement income needs? If so, you may have discovered that those risks can be greater...
Why Have Annuities Gone Mainstream?
Annuities are highly recommended and growing very popular. What do you know about an Annuity? Saving for retirement has never been easier when you are able to reduce the risks associated with your retirement income. Get the comfort of guaranteed...
Around Palos - Social Security Planning 12-01-14
Eileen Kerlin Walsh talks to John Kelly, of Kelly Financial Services Inc., about how to tackle the complicated process of social security planning.
John Kelly, take your taxable 401k and convert it to a lifelong tax free income stream
kellyfinancialservicesinc.com (708) 576-8999 This strategy leaves tax free income to your beneficiaries in the event of an untimely passing and pays the initial taxes due with earnings generated by the principal over a four year period so no out of...
Kelly Financial Services - Want Safe Growth and Tax Free Income?
http://www.kellyfinancialservicesinc.com (708) 576-8999 When it comes to maximizing retirement income there are three important elements. 1. Protect what you’ve saved and don’t lose money 2. Continue to grow your assets through retirement 3. Minimize taxation on your income I know...
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