Kelley & Chulick specializes in financial planning services to preserve wealth and protect your assets for the future. Our vast knowledge of financial services gives us the insight to help clients make critical decisions that affect their future. We spend considerable time developing a thorough understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.
Planning adequately for the financial security of you and your family requires the assistance of the qualified professional at Kelley & Chulick. We've been working with local Woodland Park area individuals and families for many years and we strive to build a lifelong relationship with each of our clients.
Get your financial advice from a Certified Financial Planner. Request a free consultation through our website to learn more or call 719-687-1040 now.
Todd Smith, CFP
Todd has been in financial planning and investment management since 1997 including several years with two of the world's largest financial institutions, Prudential and The Vanguard Group. Todd runs our newest wealth planning division where he provides personal financial planning and investment services to our individual and business clients. Todd holds a B.A. from Hamilton College in Clinton, NY and the Certified Financial Planner designation from the College of Financial Planning in Denver, CO.