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 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.
Did NASA Or Tarzan Plan Your Retirement?
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:
