Our Firm
When was the last time you spoke with your financial consultant?
W Kelly Long Investment Services is committed to helping you pursue your long-term financial goals. As experienced professionals in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- How can I “inflation-proof” my investment income?
- Do I need long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
By keeping your goals in focus, staying in contact during all market conditions, and adjusting your investments as economic or lifestyle conditions call for, W Kelly Long Investments is committed to you for the long term.