Kelly Day Financial Services, LLC

Name: Kelly Day Financial Services, LLC.
Address: 12205 Station Road, Columbia Station, OH, 44028, US
Telephone: 216-225-9075

Columbia Station, OH

Phone:

216-225-9075

Fax:

440-236-8564

E-mail:

vschmitz@kellydayfinancialservices.com

Valerie Schmitz, CEPA, CPFA President

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

View Our Customer Relationship Summary

Newsletters

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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More Newsletters

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators