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Kiely Capital Management
Bernie and Yvonne Kiely
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   Call Kiely Capital Today 973-455-1894 973-455-1894

Two Hour Consultation

Introducing a Two Hour Financial Planning
Working Session for $500.00

This is a real working financial-planning session. It is ideal for those who do not want the conflicts inherent in commission-based planning and do not want the expense of a complete written financial plan. For 120 minutes you control the agenda. We will discuss your financial planning, income tax or investment problem. The goal of this meeting is to provide you with as much information as possible during your two hours.  

Here are some sample topics that we could discuss:

It's your time!
    • College Saving Plan
    • Retirement Cash Flow
    • Life Insurance Review
    • Investment Asset Allocation Review
    • Mutual Fund Basics
    • Evaluation of your 401(k) Plan
    • Review Of Your Early Retirement Offer
    • Discussion Of Lump Sum vs. Lifetime Annuity
    • IRA Required Minimum Distributions
    • Tax Effect Of Selling A Large Appreciated Asset
    • Advantages & Disadvantages of Trusts
    • Whatever You Want To Discuss

Obviously we cannot prepare an elaborate written financial plan in two hours and we cannot discuss more than one or two topics. However, a Two-Hour Consultation is ideal for those who have one or two financial concerns and need fast, accurate information. When you call to make your appointment, just let us know what our meeting will be about. If you need to bring anything, we'll let you know so that we will be ready to get to work as soon as you arrive. The two-hour working session is exactly that-we get right down to business and arrive at workable solutions to your financial concerns.

Are you looking for more full-service assistance? Look into our Financial Planning services.


Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

“The only thing we sell is good advice.”


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