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:
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) and has been a multiple Top of the Table member of the Million Dollar Roundtable (MDRT).
He earned a Bachelor's degree in Economics at the University of Virginia.
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.
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.
Million Dollar Round Table (MDRT) Disclosure:
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Frank Kelly or CFK Financial is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
Top of the Table is an additional membership organization within MDRT. In addition to MDRT membership, qualifying criteria for membership includes attaining a higher level of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. In addition to fulfilling MDRT membership requirements, Top of the Table membership requirements include payment of additional dues. Top of the Table and RWA are not affiliated.
For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/
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.