Kelley Wealth & Retirement Solutions

At Kelley Wealth & Retirement Solutions, we are an independent agency representing you! We don't represent a group of investment products, we represent you!

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation strategies. Most importantly, we hope you see the value of working with a skilled professional to pursue your financial goals. We're here to help inform you about the basic concepts of planning for your financial future, We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Today's investment climate offers both unprecedented challenges and opportunities. Our mission is to help clients navigate the challenging waters and take advantage of those opportunities by providing them with three key tools:



  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing advice to help adjust their roadmap when their needs change


Our services cover all areas of financial management, from investment strategies and retirement planning to risk management and estate conservation strategies.  We focus on helping our clients develop a detailed, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. If you are concerned about outliving your retirement income, want to work toward preserving and growing your wealth, or for help with your financial management, or for more information about Kelley Wealth & Retirement Solutions or Voya Financial Advisors, please contact us today at 864-271-7730 or by email at ddkelley@voyafa.com.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Keeping Up with Quarterly Taxes

Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.

Insuring Your College Student

Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

LLCs: Hybrid Structure May Offer Best of Both Worlds

A look at the distinctions between LLCs, partnerships, and sole proprietorships.

Demographic Dilemma

Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

More Newsletters →