Strategic 401(k) Plan Partner   

We partner with select companies who wish to save their employees life savings by replacing outdated, expensive 401(k)s with efficient, modern plans.

SELECTING A PARTNER FOR YOUR QUALIFIED PLAN IS ONE OF THE MOST IMPORTANT DECISIONS YOU WILL MAKE FOR YOUR ORGANIZATION.

It's a choice that has implications for you and your company and the long-term financial plans of your employees. Generic broker-sold solutions just don't always make the best plans today because they often lack the specialized knowledge and services you and your employees need.

At Kelly & Associates, our experience helps us to develop a prudent qualified retirement plan based on your needs. After all, we have specialized in corporate retirement plans for 25 years.

All 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. Past performance is no guarantee of future results. Please note that individual situations can vary.