It's never a bad time to speak with your financial professional about changes in your situation. Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Welcome, I'm Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.

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Who We Are

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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

Tax Services

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We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

Business Solutions

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Get services tailored to your needs. Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing. Where do we begin? We'll work with you to identify the services you need. Then we'll set up a schedule so data is collected, recorded, and handled efficiently and timely.

Personal Financial Services

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A Little Planning Can Save Thousands of Dollars! You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. Over the coming years, the Tax Relief Act of 2001 gradually reduces estate and gift tax rates, and the exemption amount increases.

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