Kelly Financial Group

Our Mission: Empowering Your Financial Confidence

We are Hammond Iles Wealth Advisors, a team of experienced financial coaches and investment advisors dedicated to helping individuals and families achieve financial clarity, security, and growth. Since 1993, we've been guiding clients through the complex financial landscape, empowering them to make informed decisions and pursue their financial goals.

What Sets Us Apart

Our personalized approach to wealth management distinguishes us from traditional financial institutions. We believe in:

• Purpose-driven planning: We collaborate with you to uncover your unique aspirations and align your financial plan with your values and goals.
• Client-centered approach: We prioritize open communication, collaboration, and transparency throughout the process.
• Experience and expertise: Our team comprises certified financial planners (CFP) and experienced investment advisors, equipped to handle all aspects of your financial life.
• Holistic perspective: We consider your entire financial picture, including investments, taxes, estate planning, and insurance.

Our Services

Our comprehensive services encompass:

Financial Planning

• Developing a personalized roadmap to achieve specific financial goals.
• Creating a budget and expense management plan.
• Analyzing and optimizing your investments.
• Retirement planning and analysis.
• Estate planning and wealth preservation strategies.

Investment Management

• Custom portfolio construction based on your individual goals and risk tolerance.
• Ongoing portfolio review and rebalancing.
• Transparent reporting and communication.

Financial Guidance & Education

• Workshops and online classes on investing, financial planning, and wealth management.
• Financial literacy resources and articles.
• Individual consultations with experienced financial coaches.

Our Commitment

At Hammond Iles Wealth Advisors, we are committed to:

• Empowering your financial confidence: We guide you through the financial planning process and equip you with the knowledge and tools to make informed financial decisions.
• Building lasting relationships: We strive to establish trusting and meaningful relationships with our clients, working alongside them for generations.
• Making a positive impact: We actively engage in community outreach and offer financial planning scholarships to empower individuals with limited access to financial resources.

Let's Get Started

Contact us today to schedule a complimentary consultation and learn how we can help you achieve financial clarity, security, and growth.