Michael Kelly

Michael P. Kelly is an instructor for Adult Financial Education Services. He is also a financial services consultant and estate planner for CLA-USA Inc. He has a quarter of a century of service to clients that need safe strategies for wealth management, safe retirement investment options, guaranteed retirement income planning, asset-preservation strategies, guaranteed lifetime income-planning solutions, and estate preservation and asset-transfer planning for the benefit of their families. Michael graduated from Old Dominion University and also holds CLU – Emeritus (Certified Life Insurance Underwriter) and ChFC – Emeritus (Chartered Financial Consultant) professional designations from The American College. In addition, he has earned numerous industry awards for his dedicated service to protecting his clients from the risks of financial loss. He has been a frequent guest speaker and trainer for various seminars across the nation. Michael derives his greatest satisfaction from knowing that his clients have achieved and maintained their retirement planning objectives through prosperity and adversity while having their assets safely and securely appreciate in value without exposure to losses. His expertise is in developing plans that provide safe and secure solutions that are specific to his clients’ circumstances, needs and objectives.

CONTACT ME

Comments are closed.