Mike Kelly, CFP®


Founder | Principal Advisor
Kelly Financial Planning
9435 Waterstone Boulevard, Suite 140
Cincinnati, OH 45249
United States
Phone: 513-379-2527
Email: mike@kellyfinancialplanning.com
Website: https://kellyfinancialplanning.com
Training: EVOKE® Life Planning Training Graduate more info

Specialties
Investment, Retirement, Cash Flow, Insurance, Education, Estate Planning and Employee and Employer Plan Benefits

About My Practice
Mike Kelly, Founder and Principal Advisor of Kelly Financial Planning, takes a life planning approach to address your financial picture. The firm is a proud member of the Garrett Planning Network, Inc., an organization of professional, fee-only financial advisors. Founded by nationally recognized CERTIFIED FINANCIAL PLANNER™ professional Sheryl Garrett, network members are dedicated to providing independent, objective financial planning services and competent, professional advice to people from all walks of life on a fee-only, as-needed basis.

Ideal Clients
Mike works with individuals, families and business owners across all chapters of life – from those just beginning their careers to pre-retirees. He also offers educational sessions, workshops and consultations to community groups and organizations. With a commitment to serve the public, Mike’s goal is to help people gain a deeper comprehension of personal finance in the context of everyday life.

Compensation
Mike provides financial planning and advice on an hourly, as needed or project basis to people regardless of net worth or level of income. Mike does not sell securities or financial products. He also does not accept commissions from mutual fund companies, brokerage firms or any third party. Without any conflict of interest from third parties, his advice is objective, transparent and always in your best interest.

Industry Start Date
2017