Living on Purpose: How to Align Your Money, Time, and Life with What Matters Most

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Kelly Financial Planning

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9435 Waterstone Boulevard
Suite 140
Cincinnati, OH 45249

DISCLOSURES

Kelly Financial Planning is a fee-only, independent Registered Investment Advisory firm. The firm may transact business only in the State of Ohio, where it is currently registered, or in States, which it is exempted from registration.

All information contained in this website concerning investments is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.

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As an independent financial planning firm, Kelly Financial Planning, LLC (“KFP”) is committed to safeguarding the confidential information of all current, former, and potential clients. KFP holds all personal information provided to our firm in the strictest confidence.

We do not disclose personal information to non-affiliated third parties, except as required by law or with the client’s written consent. If KFP were to change its policy, KFP is required to inform the client first before making any change.

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