Thomas ‘Skip’ Kelley is a holistic Financial Advisor specializing in Retirement Income Planning. Working in a Fiduciary capacity he creates customized strategic financial plans incorporating both market 'risk' instruments and insurance 'safe money' investments to provide both growth and safety to your family's portfolio. Clarity, direction and peace of mind are the ultimate goal.
Skip is both an Investment Adviser Representative with SGL Financial, an SEC Registered Investment Adviser and a fully licensed Insurance professional. His clients include individual clients and small businesses in the Southern, Central and Seacoast areas of New Hampshire.
Skip is affiliated with professional networks including real estate and futures trader organizations and a network of Elder Law Attorneys and Certified Public Accountants. Operating as an Independent Adviser Representative, Skip is free to act solely in the best interest of his clients.
A native of Lexington Massachusetts, Skip spent most of his youth growing up in Moultonboro, NH on Lake Winnepesaukee. After 28 years raising his family in Bedford, the Kelleys now reside on the banks of the Merrimack River in Manchester. His wife of 33 years, Kathleen Rose, teaches Physical Education at Bedford High School. Skip has been successful in a number of fields as a salesman, business owner, real estate entrepreneur, and investor. He believes the strategy behind investing for a comfortable retirement must be driven by safety, growth and control. He dedicates his time to understanding each individual’s financial needs and objectives, and his ultimate goal is to provide guidance and direction that result in financial peace of mind.