Kelly Financial Group is an independent, fee-only advisory firm based in Encinitas, CA that specializes in custom tailoring financial plans for investors in all stages of life. Their team of experts designs investment management strategies based on each client's unique goals, circumstances, and allowable risks, incorporating their expertise with that of their financial network members to build the necessary pillars of financial strength for families.
With a focus on financial planning, wealth management, and tax estate planning, Kelly Financial Group offers comprehensive strategies to help clients reach their financial goals. Their fiduciary standard ensures that clients are treated with the utmost care and their fee-only structure aligns their incentives with those of their clients, providing unbiased advice and avoiding any conflicts of interest. As an independent firm, they think for themselves and hold themselves accountable to their clients, incorporating all necessary experts into their group to provide a holistic approach to financial planning.
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