Kiely Capital Management, Inc provides continuous Wealth Management services for approximately 40 families. These services include discretionary asset management, comprehensive financial planning, income tax planning and income tax preparation. Kiely Capital Management provides its clients with one stop shopping for all their financial needs on a Fee-Only basis. We are currently looking for family number 41.
Retirement Planning
We begin every new client relationship by preparing a Retirement Plan which is a Long Term Cash and Income Tax Forecast. We start with your present financial status and project your income and expenses out to the age of 95. We also forecast your Social Security and Pension benefits, estimate your taxes, living expenses and more. Our Forecast commonly answers many of the questions you may currently be thinking about, such as; “what effect will inflation have on my cost of living?” and “will I run out of money in my old age?”