Monthly Social Security payments differ substantially depending on when you start receiving benefits. Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine. This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). A number of questions and concerns need to be addressed to help you better prepare for retirement living. Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
Help determine the required minimum distribution from an IRA or other qualified retirement plan. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). A number of questions and concerns need to be addressed to help you better prepare for retirement living. Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth management.
As a financial professional and an active member of her community, Kelly is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.
Kelly is a Certified Retirement Counselor, Life, Accident & Health insurance agent, holds FINRA Series 6, 7, 63 & 65 securities registrations, and is a Registered Representative of LPL Financial.She is registered to do business in TX, OK, AK & IL.
Kelly is a Certified Retirement Counselor, Life, Accident & Health insurance agent, holds FINRA Series 6, 7, 63 & 65 securities registrations, and is a Registered Representative of LPL Financial.She is registered to do business in TX, OK, AK & IL.
Kelly Francis is recognized as a Dave Ramsey SmartVestor Pro at Western Wealth Advisors, where she helps families plan to eliminate debt, save, and invest for the future. The SmartVestor Pro program was created by Dave Ramsey to help his listeners identify Financial Advisors with similar values to his and upholding Dave's philosophy "the heart of a teacher".
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