WEALTH PRESERVATION
AND RISK ENGINEERING FOR DECADES^®

Mark A. Kelley

Assistant Vice President/Investments
Chartered Retirement Plan Specialist^SM
Accredited Wealth Management Advisor^SM

To you my family, friends, clients and fellow members of the professional community, I dedicate my website. For it is without you that none of this would be possible. For your consideration, I have highlighted three areas of Business Focus. These three areas take into consideration the Asset Building Stage (RETIREMENT PLAN CONSULTANT), the Asset Utilization Stage(RETIREMENT PLANNING), and the Asset Preservation Stage (FIXED INCOME PORTFOLIO MANAGEMENT SERVICES).

CARES ACT

2023 RETIREMENT PLANS OVERVIEW

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

About Us

Learning Center

Calculators

A host of financial tools to assist you.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.
Videos

Short animations that focus on a variety of financial topics.
Flipbooks

These magazine-style flipbooks provide helpful information.

1767 Sentry Pwy Ste 110
Blue Bell, PA 19422

Phone: (215) 619-3900 x3913 or toll free: (888) 567-0022
Fax: (215) 619-3909

mkelley@janney.com
Map and Directions

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Mark Kelley’s registered trademark is not a registered Janney trademark and is not indicative of any Janney product or service.

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Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. Member NYSE, FINRA, SIPC.