"We built our firm on integrity and trust. We help you pursue your goals with tailored solutions that meet your needs and we are accountable to our clients. We say what we do, and we do what we say."
- Michael L. Kelly
Who We Are
Kelly Financial Group has been serving the hard working families of the Antelope Valley for over 20 years. With a mission to make a meaningful difference in the financial lives of our clients and community every day. When you and your family partner with our team, you receive a customized plan that extends beyond the allocation of your assets
Successful financial planning comes from maintaining a disciplined planning process and utilizing a dedicated team of specialists who understand that Retirement Planning, Tax Strategies, Estate Planning, and Investment Strategies should be evaluated and managed collectively. We have created a customized, comprehensive and systematic process to identify each client’s current situation and position them to be able to capitalize on potential opportunities for the future.
Planning for retirement should not be a rash decision. Making decisions for the “rest of your life money” takes precise planning and ongoing evaluation. For this reason we’ve created a four step process during which you and our team work together to create a plan that is designed to identify your goals and help you pursue your dreams.
Kelly Financial Group serves as the central figure to strategically manage financial wealth, we specialize in:
Thoughtfully selecting investments for your portfolio from thousands of options is a challenge. It requires the careful evaluation of many factors, including risk tolerance, time horizon, asset tax status, distribution mode, and more.
Some risks are worth taking, and others are not. For risks that could significantly harm your lifestyle, transferring it to someone or something else might make sense. Insurance is the transfer of risk to another entity for a premium payment. Getting the best value for the best price is important.
If retirement resources are the raw building materials of a successful and lasting retirement, a retirement plan is the blue print directing how it all fits together in order to build a solid structure. Many people have not taken the time to evaluate their retirement plans. We provide a simple tool that allows you to assess your plan in 4 easy steps and ensure that you’re on the right track to a successful retirement.
Social Security Planning
Social security is the only inflation adjusted, government backed, tax advantaged income available. Doesn’t make sense to get as much as you and your spouse are legally allowed to? Having a plan for the timing and execution of an optimal claiming strategy may put tens of thousands, if not hundreds of thousands, of dollars in your pocket throughout retirement.
Investment losses are far more damage than rates of return are helpful. Loss avoidance strategies preserving your assets through times of uncertainty can be as valuable as acquiring them. Minimizing or eliminating loss enables you to maximize returns and opportunities.
In absence of a clearly communicated Estate plan families may tear themselves apart. In-laws may become out-laws. Irresponsible adult children can turn the rest of the family turn settling an estate into a long drawn out expensive process. Planning for what happens to your worldly possession after you gone may prevent unnecessary turmoil after you’re gone.
Getting the most benefit for you and your family requires careful consideration BEFORE making an election decision. Carefully weighing your options, and considering the integration with your other retirement plan assets, must be done before making any irrevocable decisions.
Tax Planning & Preparation
The tax treatment varies dramatically. Account types, Investment category, utilization and timing of distribution can impact an individual’s tax burden in any given year. It is important to take advantage of all the preferential factors that you’re legally entitled to.
Learn more about our amazing team of professionals.
Michael graduated from Suffolk University in Boston with a B.S. in Business Administration, a major in Accounting and a minor in Psychology. He began his career in the corporate world, working primarily in venture capital, tax preparation and consumer finance. Taking his background in accounting and investing to his personal practice in 1995, he realized the rewards of helping families and businesses are extremely fulfilling. A member of the National Association of Financial Advisors, California Society of Tax Consultants and the Million Dollar Round Table* he has had an extremely prestigious career. By adhering to his core belief of doing what is best for the client at all times he has established himself as one of the top wealth managers in the industry. Michael is happily married with 5 children and 15 grandchildren.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance Lic # 0B95791
*MDRT is based on sales volume
Arland joined his father's practice in 2005 and quickly realized that wealth management is his calling. Utilizing Michael's mentorship he quickly excelled and became a Managing Partner of the firm in 2008. While growing up in the financial industry has given him the knowledge, his passion for helping people has made him a success. Arland's primary focus is on helping individuals implement retirement planning strategies and asset management programs. Working with pre and post retirees to help calm their biggest fear, outliving their money. He also assists with estate planning, inheritance administration and portfolio development. Arland is happily married and is a proud parent to a beautiful girl and handsome boy.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance Lic # 0F11059
Attorney at Law
Marc graduated from Pitzer College in Claremont, CA, with a Bachelor’s Degree in Sociology with a minor in Psychology. During his successful career as a social worker working for disabled adults, Marc saw the effects of good and bad lawyering in the lives of his clients. Determined that everyone deserves the full protection of estate planning laws, he enrolled at the University Of San Diego School Of Law. After finishing his studies in only two and one-half years, Marc worked for two small litigation firms in Lancaster before starting his own law office in 2001. He has focused his practice on estate planning, probate court, administrating trust, collecting inheritances and business formation for his clients. Marc brings twenty-five years of experience and knowledge in estate planning, probate and business law to Kelly Financial Group. He has been active in many organizations around the Antelope Valley, including Desert Haven Enterprises, Quartz Hill Little League and Boy Scouts of America. A former Judge Pro Tem, Marc has been married since 1990, and he is the proud father of three: a college graduate turned small business owner, an active duty military member and a fulltime emergency medical technician. His client-directed approach has resulted in thousands of referrals during his career.
Holly Mitchell Johnson
Client Relations Specialist
Holly Mitchell Johnson
Holly has spent most of her youth in the Antelope Valley and has an extensive marketing background with multiple companies in and around the Antelope Valley. She served as Ambassador to the Palmdale Chamber of Commerce. She has extensive community involvement in various local children’s charities and veterans assistance services. She is caring, professional, enthusiastic, goal oriented, and is passionate about giving back to her community. Holly is currently pursuing her Bachelor’s degree in Business Administration. She enjoys family oriented activities with her three wonderful children and passes her desire for community involvement on to them as well.
Legal Services Administrator
Elizabeth was born and raised in the Antelope Valley where three generations of her family have worked in Aerospace and for the Military. She has humbly volunteered in many community outreach programs, such as Grace Resource Center and Lancaster Homeless Shelter. Elizabeth graduated a year early from high school and immediately began her career in management. Her professional experience and personal growth have given her the ability to navigate and overcome any obstacle she faces with an optimistic and enthusiastic attitude. Elizabeth is a Notary Public and is always pursing ways to more efficiently assist our clients. She is ambitious, committed to excellence and always has a smile. In her free time, she enjoys life to the fullest with her husband, her great dane and large family.
Financial Planning Assistant
Matthew was born and raised in Roanoke, Virginia, where he learned the values of financial literacy and independence. His family-oriented foundation helped him pursue his degree in Sports Management from Liberty University, later working alongside professional athletes in the NFL and U.S. Olympians. Matthew is also a third generation Air Force veteran, having joined the Air Force in 2014. He spent six years as an Air Force Medic in Maryland and then a Paralegal at Edwards Airforce Base, here in the Antelope Valley. After his enlistment ended, he joined the Kelly Financial Group team as a paraplanner, with his focus on building client portfolios and engaging with clients regularly for reviews and strategic planning. Matthew has a passion for information technology and business innovation, but most importantly Matthew has a love for people that has led him to this opportunity. His goal is to help maintain and build wealth for each client he serves. Matthew is happily married to a beautiful wife and enjoys traveling and football.
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
*Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. Investment advisory services offered through SCF Investment Advisors Inc. SCF Securities, Inc. and Kelly Financial Group are independently owned and operated.
Neither Michael Kelly, Arland Kelly nor SCF Securities offer legal or tax advice. This material is not intended to replace the advice of a qualified tax advisor or attorney. Please consult legal or tax professionals for specific information regarding your individual situation.