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Skip Kelley

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About me

Thomas ‘Skip’ Kelley is a holistic Financial Advisor specializing in Retirement Income Planning.

The overriding goal is always to maximize your peace of mind for the time you will need it most, in retirement. Skip does this by creating an income plan designed specifically for you to insure you do not outlive your money.

Skip is a ‘Fiduciary’ meaning he is legally, morally and ethically bound to guide you in a manner that is at your ‘best interest’, not his.

The holistic advantage Skip has over the vast majority of Advisors is that he is both a licensed life insurance professional and a registered Investment Advisor Representative with SGL Financial, LLC, an SEC Registered Investment Advisor. This allows him to manage both your ‘Safe’ money (Insurance) investments and your ‘Risk’ monies invested in the market. A diversified, comprehensive holistic financial plan is imperative to balance your portfolio properly.

Skip develops financial programs for his individual clients and small businesses in the Central, Southern and Seacoast areas of NH, also in Southern Maine and Northern Mass.

He has offices in both Manchester and Hampton NH to better serve his clientele. He is affiliated with professional networks including real estate and futures trading organizations and a network of Elder Law Attorneys and Certified Public Accountants.


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