While running the race of life, there are many checkpoints along the way to the finish line. Whether those checkpoints are starting a family, opening your own business, paying for a child's college education, or saving for retirement; my staff and I will help you lay out a plan to hit each one of those checkpoints and help you to achieve your goals.
My Mission
We help successful families & businesses truly understand their financial position. Though most people have some pieces in place, we often find they are unaware of risks created by not having a comprehensive plan. In the end, we help save families months of work and significant amounts of money. Most importantly we help eliminate the regret of not having achieved their goals.
To schedule a time for your Personal Planning Analysis or Business Planning Analysis please call me at 952-224-7956 or email at brian.kelly@nm.com.
I look forward to talking with you soon.
Brian Kelly
