Kelley McClure has worked in the financial services for over 13 years. Kelley understands his clients want a financial life that produces long term wealth, creates substantial retirement income, minimizes taxes, reduces financial costs, and risks while ensuring our legacy is well preserved. Ideally we want to be able to achieve this with our current lifestyle. It is important to feel our financial life is organized, flexible and easy to manage and control. Kelley helps his clients understand we live in a world of constant change so positioning them to have maximum ability to move and adapt to future changing conditions is extremely important.
Working with clients in a holistic manner is central to Kelley’s practice of helping clients discover that in today’s fast paced, ever changing environment, every move matters. To make the right moves at the right time, it’s critical in helping clients become educated on how money truly works. Kelley helps individuals, families and business owners focus on protection and long term wealth strategies. Helping clients understand how retirement income streams work and how financial decisions such as how to save and pay for college will ultimately impact those retirement income streams is paramount. In helping clients understand not only how to build wealth, but also understand how retirement income streams work, we can formulate a plan to direct savings we are doing today in ways that position us for higher income when we reach retirement. Kelley uses an economic based model to help his clients avoid sales hype and opinions when considering financial strategies.
In working with an objective economic model to help clients test different financial strategies, Kelley is working to better position those clients for:
• An organized financial life
• Making each dollar work more efficiently
• Protect against unknown risks
• Establish and understand college education planning strategies
• Provide greater legacy to heirs and/or charity
• Better use and enjoyment of wealth
• Multiple streams of income in retirement
• Simplifying life and financial decision making
Kelley and his wife Ingrid reside in Geneva, IL. They have five children, Bryanna (University of Tennessee), Bryan (Northern Illinois University), Jacob (University of Nebraska), Breandan (Iowa State University) and Aidan (Harrison Elementary School). Kelley has coached his kids in basketball, soccer, baseball, wrestling and softball for over 14 years. Kelley’s educational background is a B.S. degree from Indiana University, MBA from DePaul University and ChFC Chartered Financial Consultant Designation from American College of Financial Services.
Kelley is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.