Thomas “Skip” Kelley is a holistic financial professional specializing in retirement income planning. He is proud to act as a fiduciary, meaning he is legally, morally and ethically bound to serve clients’ best interests.
Skip has been successful in a number of fields, including as a salesman for a Fortune 50 company, a business owner and a real estate entrepreneur. He believes building diversified, comprehensive financial strategies is imperative in order to balance clients’ retirement portfolios properly. As a financial professional, Skip is a licensed life insurance professional and is registered in New Hampshire as an Investment Adviser Representative with SGL Financial LLC, an SEC Registered Investment Adviser. This allows him to manage both avenues of clients’ retirement portfolios: their guaranteed income avenues from insurance products as well as their investments in the stock market.
Skip’s clients include individuals and small businesses in the Southern, Central and Seacoast areas of New Hampshire. He is affiliated with professional networks including real estate and futures trading organizations as well as a network of elder law attorneys and Certified Public Accountants.
Skip develops financial programs for individual clients and small businesses in the Central, Southern and Seacoast areas of New Hampshire as well as in Southern Maine and Northern Massachusetts. He leads more than 40 dinner seminars every year to better inform the public on their retirement income options. He also hosts a weekly radio show, “The Financial Game Plan with Skip Kelley.”
A native of Lexington, Massachusetts, Skip spent most of his youth growing up in Moultonborough, New Hampshire, on Lake Winnipesaukee. After 28 years in Bedford, he and his family now reside on the banks of the Merrimack River in Manchester. His wife, Kathleen Rose, teaches Physical Education at Bedford High School.
Skip is a big-time sports fan and enjoys rooting for the Red Sox, Patriots and especially UNH Wildcat hockey and football. Family is important to Skip, and he relishes every moment by creating lifetime memories, whether it’s on the water, skiing down mountains or flying his little putt putt two-seater Piper Colt.