Rich Kelly

Planning makes the difference

Financial consultant in Portland, OR (show on map)

Financial planning and investment services for business owners in Oregon and Washington.

About

Rich Kelly Financial Services is a financial services firm led by Rich Kelly, a Registered Representative and Investment Adviser Representative of Equity Services, Inc. The firm helps business owners in Oregon and Washington plan for financial freedom through comprehensive financial planning including retirement planning, estate planning, business continuation planning, asset management, long-term care insurance, and college planning.

Rich Kelly has over 23 years of experience and emphasizes honesty, integrity, and personalized preparation in his approach to financial advising.

Over 23 years of experience

Outdoorsman approach to financial planning emphasizing patience and preparation

Personal CFO-style asset management

Holistic approach coordinating with attorneys, accountants, and insurance advisors

Focus on business owners' unique financial needs

Services

Retirement Planning

Helps clients find hidden financial advantages in their business and optimize qualified retirement plan contributions.

QRP contribution optimization Independent investment planning Business asset diversification

Business Continuation Planning

Precise planning for exiting a business, including succession, buy-sell agreements, and cashing out.

Succession planning Buy-sell agreement funding Multi-party coordination

Estate Planning

Review and revise estate plans to ensure wealth goes to intended beneficiaries rather than IRS or courts.

Wealth distribution planning Tax minimization Family relationship updates

Asset Management

Personal investment management functioning as a personal CFO for clients.

Personal CFO services Investment strategy Portfolio management

Long Term Care Planning

Introduces clients to long-term care insurance funding options and care alternatives.

LTC insurance introduction Funding options Care option education

College Planning

Helps clients save for children's college education through 529 plans and other tax-advantaged strategies.

529 plan guidance Tax-advantaged saving State plan comparison

Credentials & Certifications

Registered Representative

Investment Adviser Representative

FINRA/SIPC Member (via Equity Services, Inc.)

Insurance License - Oregon

Insurance License - Washington

Insurance License - California (OF12193)

Insurance License - Idaho

Insurance License - Nevada

Insurance License - Texas

Frequently Asked Questions

What kinds of financial planning does Rich offer? +

Rich offers retirement planning, business continuation planning, estate planning, asset management, long-term care planning, and college planning.

What is Rich Kelly Financial Services? +

Rich Kelly Financial Services is a financial services firm where Rich Kelly, a Registered Representative and Investment Adviser Representative of Equity Services, Inc., helps business owners in Oregon and Washington plan for financial freedom.

Who is Rich Kelly? +

Rich Kelly is a financial representative with over 23 years of experience who helps business owners plan for financial independence. He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.

What makes Rich Kelly's approach different? +

Rich applies the principles of planning, preparation, and patience from his outdoorsman and hunting experience to financial advising, emphasizing honesty and integrity.

Where does Rich Kelly offer securities? +

Rich Kelly offers securities in Arizona, California, Idaho, Montana, Nevada, Oregon, Texas, Utah, and Washington.

Is Rich Kelly licensed for insurance? +

Yes, Rich Kelly is insurance licensed in Idaho, Nevada, Oregon, Texas, California (License #OF12193), and Washington.