Ellis-Kemp & Associates - CPA, Financial and Insurance Services
Follow the Six Keys
It is our belief that most financial advisors are void in many of the financial disciplines that we have come to know over the last thirty-five years. Through the years we have identified and adopted these Six Keys to assist you in achieving your financial success.
However, these keys must all be tied together -- coordinated, if you will. Too much emphasis can not be placed on any one key. They are each equally important. Unfortunately, too many insurance agents, stock brokers, bankers, attorneys, and financial planners only want to seriously address one or two keys and give only lip service to the others. You can not achieve complete financial success without balance.
Financial Guidance You Can TRUST
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Working for Social Security
There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.
Don't Let a Disability Cripple Your Family's Finances
One way to help protect against the financial ruin that a disability can bring is through disability income insurance.
Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.
How State and Local Governments Can Help You at Tax Time
Municipal bonds are debt obligations issued by state and local government entities. With few exceptions, they pay interest that is not subject to federal income tax.
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Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765)453-9600
Ellis-Kemp & Associates, LLLP is not owned or controlled by the CFD companies.