My team of tax and estate planning specialists, marketing associates and fund managers are at your complete disposal to discuss any financial or personal matter that might arise. I take great pride in my self by providing superior service and unsurpassed advice in all areas of their lives. This my promise and guarantee!
Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs.
We will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.
Our clients are considered partners in our business because without solid partners that are truly cared for there would be no business.
Some of my high net worth client partners include: executives, professionals, entrepreneurs and business owners, managers; people seeking advice as a result of the sale of a home, receiving an inheritance, loss of job, loss of spouse, tax sheltering, planned gving, critical illness and disability insurance, general investment advice, and as they reach retirement or experience big changes in their lives. We have many clients who require ongoing advice and counsel. The relationships that we continue to build are very important to Don Kellough - as we value all of our clients and many of our clients have been with us since 2004 and longer.
We are very proud of our ability to build and maintain a very loyal clientele. While we have realized significant growth over the years, it has been managed and controlled to ensure that the quality of our services remains intact and is always first and foremost.
Our continued success is a direct result of our commitment to exceeding and surpassing the expectations of our clients and the people that we truly care about, leading to referrals from not only our clients but other providers of similar services to ours. If we can’t accommodate a client request, we will find an organization that can.