Kelty Financial Services
Services

Planning

Retirement
Income
College
Tax
Estate
Legacy
Business Succession
Special Needs
Investment Strategies

Insurance - representing over seventy quality companies

Whole Life Insurance
Universal Life - secondary guarantees available
Term Life Ins - Return of Premium - 10, 20, 30 Year Level Term 
Variable Life Insurance - with/without no lapse protection
Survivorship Life - second to die coverage for estate planning
Disability - Own Occupation and Loss of Earnings Contracts
Health Insurance - Individual & Group Major Medical, HSA's
Senior Health Coverage - Medicare Supplements
Long-Term Care Coverage - Traditional, Single Premium & Linked
Annuities - Immediate, Deferred, Indexed, and Variable
International Medical and Travel Insurance

Securities through Mack Investment Securities, Inc.

Stocks & Exchange Traded Funds
Bonds - Tax Free and Taxable
Mutual Funds - representing more than sixty fund families
CD's, Money Markets, and other short-term instruments
529 College Saving Plans
Professional Money Management - Bond & Equity
Pension and Profit Sharing Plans, 401k, 457, 403B, SEP & IRA prototypes available

As Certified Financial Planners, we provide a level of competence and ability to do the job required, allowing you and your family to make the proper choices based on your personal goals and objectives.

Securities through Mack Investment Securities, Inc. Northfield, IL   60093        Member FINRA, SIPC 847.657.6600

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