Services

R. J. Kelly and the Wealth Legacy Group team provide a wide array of services to our clients. We support you in retirement/estate/financial planning, risk management and insurance , business succession and exit strategies, philanthropic planning, expert witness, non-profit business support, and more. Please explore the menus to the right for more information on our areas of expertise.

Let us do a comprehensive overview of areas that are important to you. Our fee-based Wealth Legacy Assessment™ evaluates up to twelve areas of planning that are critical to all business owners and professional families.