facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck





Elaine R Kelly MBA CFP FCSI


Helping you achieve Financial Independence 

with Experience, Education, and Empathy


As a Certified Financial Planner, I find many who are concerned about planning for retirement, asking how much money is enough for retirement, and seeking conservative, tax-preferred investments and income.   To answer these questions, I use a financial planning approach to help you define and achieve your personal goals.  To meet your needs, I offer a full range of solutions, including ETF's, stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and life insurance,  I focus on continuous service, fee transparency, and building long-term relationships. My experience, education, and empathy will build your confidence in your retirement plans. Please Contact Us if you would like to arrange a meeting. 

Millennials:

If you are a Millennial, you are concerned about travel insurance, buying a house, savings and cash flow, protecting your assets, quickly find out what you need here!








Mid-Way Challenges

If you are juggling a busy schedule, young children, career and family, debt and savings and risk management, this is the right place





Pre-Retirement

If you are fewer than ten years from retiring, and you are getting serious about financial planning, income tax, and retirement income, click here.







Retired:    

If you are retired, semi-retired, or planning ahead, click here for more resources on retirement income planning, tax and estate planning.