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Michael Kelley, CFP - Fee-Only Advisor
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Helping you plan for your future.

Offering Retirement & Investment Planning
to Help You Worry Less About Money & Get Back to Living Your Life​

Michael Kelley - Vice President Cornerstone Wealth Management

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Investment Management

1-on-1 Advice

Here are some questions I hear from clients.
Do any of these sound familiar?

How much money do I need to have saved before I can retire?

When is the right time to start taking Social Security?

How can I make sure that I won't become a burden to my family?

How much money can I take from my retirement accounts each year?

Should I payoff my mortgage before I retire?

Is it better to take my pension as a lump-sum?

Is that sales pitch on TV about an annuity too good to be true? (hint.... yes)

Is it time to sell my stocks and buy bonds?

We've kind of been coasting and ignoring our finances. Can you provide us with a "plan" and get us on the right track?

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Our Retirement Ready Process

Michael Kelley is a CERTIFIED FINANCIAL PLANNER® specializing in financial planning and investment management for clients nearing and entering retirement. Mike is the Vice President & Co-Owner of Cornerstone Wealth Management, an independent RIA in Westlake, OH. Mike and his team of CFPs® and CPAs, provide comprehensive financial planning, retirement planning and ongoing investment management to clients in Westlake, OH and across the country.

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FeeOnly Network Member - Cornerstone Wealth Management
Cleveland Financial Advisors Network

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Michael Kelley is the Vice President and Co-Owner of Cornerstone Wealth Management. Specializing in helping clients with retirement planning and investment management.

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