We would like to share a little bit about our Company and ourselves. We are a second generation family business that has been in practice since 1957, we are a full service financial planning firm, with our speciality being our extensive experience in Estate & Succession planning.
We hope you will enjoy your time spent with us, and that our site will be helpful in your quest to understand not only our Company, but a little bit about the Financial Services Industry.If you have any questions about us or the Financial Services Industry or would just like to get together, simply complete the email request under Contact Us or give us a call and we would welcome the opportunity to speak with you.
We hope you will enjoy your time spent with us, and that our site will be helpful in your quest to understand not only our Company, but a little bit about the Financial Services Industry.If you have any questions about us or the Financial Services Industry or would just like to get together, simply complete the email request under Contact Us or give us a call and we would welcome the opportunity to speak with you.
Services
At Kellett Financial & Insurance Services Ltd, we understand that each client is unique, and therefore their circumstances and needs are unique as well. For that reason, we work hard to understand each and every one of our clients' needs and requirements. Our mission is to provide customized financial advice, plans, services and solutions.
Scott joined his father in practice in 1997 determined to work hard at continuing to deliver the same service and expertise that epitomized Jack's practice. Scott considers himself fortunate to have had a mentor that understood people and what values they appreciated in a financial advisor.
Although our company direction has moved more towards financial planning, the consensus was this allowed us to assess our clients needs more analytically, thereby assuring unparalleled attention to detail.In 1999, with business growing at an unprecedented rate, we needed to add more staff and increase our office space.
Although our company direction has moved more towards financial planning, the consensus was this allowed us to assess our clients needs more analytically, thereby assuring unparalleled attention to detail.In 1999, with business growing at an unprecedented rate, we needed to add more staff and increase our office space.
Kellett Financial & Insurance Services Ltd builds strong relationships with its clients based on trust. Our firm's core values are integrity, hard work and an unwavering commitment to providing high quality services to all our clients. Our values serve as the foundation of our reputable practice - they define who we are and how we work.
Critical Illness Insurance is a form of protection that can provide you with a lump sum payment of money should you be diagnosed with a covered critical illness and the survival period is satisfied. The physical and emotional strain of a Critical Illness can be severe and when combined with the potentially damaging financial impact, the result can be devastating.
Disability Insurance can provide you with financial security by replacing a portion of your earnings when an accident or illness causes you to become disabled and unable to work or earn an income. 1 in 3 people, on average, will be disabled for 90 days or longer at least once before age 65.
Both personal and business disability insurance solutions are available that offer flexibility and features to help bridge the gap between income and expenses during a disability.
Both personal and business disability insurance solutions are available that offer flexibility and features to help bridge the gap between income and expenses during a disability.
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