Professional
Mike Kelley has been in the arena of Financial Planning for 18 years. As a Financial Advisor with Northwestern Mutual, Mike caters to physicians, dentists, attorneys, and business owners. Mike works with each client to create a strategic, individual and holistic Financial Plan with the goal of maximizing financial security.
Designation
RICP® (Retirement Income Certified Professional)
Education
Bachelor of Arts in Business Administration & Management from Fort Lewis College
Retirement Income Certified Professional® (RICP®)
A properly planned retirement can be the difference between years of hardship and
years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.
Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
