jim kelly
Male
Bio

I help families with their finances I am a tax professional and an independent financial adviser. I believe the future is all about comprehensive planning. I have series 7, 63 and 66 securities registrations which allow me to sell securities, including funds for retirement and college savings plans through my affiliation with Genworth Financial Securities Corp. I’m insurance licensed – Life insurance, annuities, disability, Long-term care. I offer fee-based advisory services for larger portfolios through my affiliation with Genworth Financial Advisers Corp. I am a mortgage loan officer, and an IRS enrolled agent – I can represent my clients before the IRS. However, I offer the tax service as a value added to my investment and insurance clients I can see how it all fits together I think almost anyone would benefit from a discussion with me – and I don’t charge to talk to people. My typical client is age 50+ business owner, executive or professional who is retired or considering retirement Address 702 Rio Grande, Austin TX 78701 I am affiliated with Genworth Financial Securities Corp., member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services, if applicable, are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser. Home offices at 200 N. Martindale Rd., Schaumburg, IL 60173; phone 888.528.2987. The firm of Jim Kelly, Inc is not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp. Securities-registered in NJ and TX Specialties Retirement, Retirement Planning, Guaranteed Life Time Income, Life Insurance, Mutual Funds, Long Term Care Insurance, Disability Insurance, Annuities, Fee Based Money Management, College Funding 529 Plans, Taxation, Investments, Asset Allocation, 401(k), IRA, ROTH IRA, Asset Diversification, Section 1031 Tax-Deferred Exchanges, Tenant-In-Common Investments, Tenant-In-Common Securities, "Like-Kind" Exchanges of Real Property, Mortgage Lending, Cash-Out Refinancing, Reverse Mortgages

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