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Welles Financial Services

300 West 55th Street Ste 10M
New York, NY 10019

Phone:

917-626-8590

Fax:

212-541-9548

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Kelly Welles

Smiling woman in green blazer and statement necklace.

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

I 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. I created this Web site to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning strategies, and wealth preservation. Most important, I hope you see the value of working with me to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about my services. I hope you take advantage of this resource  and visit the site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and wouldn't want you to miss any developments in the area of personal finance.

Explores how investment strategy changes once retirement begins.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Describes how Roth accounts can generate tax-free retirement income.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How much Disability Income Insurance do you need?

This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much life insurance would you need to produce a sufficient income stream for your family?

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