Our Services
As a full-service investment firm, W. Kelly Long Investment Services offer financial management to individuals and businesses in all areas, including:
Investment Portfolio Analysis
As your wealth consultants, it is our job to keep you informed of how your investments are performing, and to make adjustments accordingly, under all market conditions and inform you when any potentially beneficial opportunities arise. Whether you are considering changing your investment strategy or are looking for some advice, we are here to help guide you towards making wise choices and assist you nurture your nestegg.
Annual Portfolio Review
We make it a point to maintain contact with you throughout the year to ensure your goals are being addressed for your investment portfolio. Come visit our office or give us a call to review your current holdings and help you make any necessary changes or adjustments. You can also have 24/7 access to your account through LPL's Account View webpage.
Retirement Planning
The financial success you have achieved in your career has brought you many things, including the responsibility of managing it and making it grow. The fact is, the more wealth you have, the more time and knowledge it takes to protect and expand it. Knowing how much you need to save for retirement depends on the type of lifestyle you wish to live when you do retire.
Tax-Advantaged Investing
Many people are concerned about the potential impact capital gains taxes may have on their investments. Let us help you create a financial plan that will utilize investing techniques and strategies that aim to help reduce your tax liability, and let more of your money work for you.
College Planning
It's no secret that college tuition is climbing every year. If you begin planning early, the after graduation debt doesn't have to overwhelm your children's financial future. As your financial advisor, we can assist you with the long-term planning needed to ensure your college fund is ready when your children are.
Want to Work With Us?
As your wealth consultants, let us help you to design an investment strategy to help you address your financial goals, no matter how far they might take you. We maintain contact with you under all market conditions and inform you when any potentially beneficial opportunities arise.
- Investment Planning
- Retirement Planning
- Risk Management
- Education Funding
- Tax Management Referral
- Estate Planning Strategies
- Charitable giving
- Employee and Executive Benefits
Once goals have been established, appropriate strategies are customized to suit each client’s vision and objectives.