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Tonia R. Kelly, CDFA, CRPC
Position:
Financial Professional
Address:
6 Executive Park Drive Clifton Park, NY 12065

Phone:
518-348-0060 x262
Fax:
518-348-0107

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Miscellaneous Information

Miscellaneous Information:

Being a divorced single mom I have taken that experience into my practice also. Helping people through the financial upheaval that comes with divorce. Over the years I have counseled and educated my clients so that we could successfully move forward to achieve their financial goals. I believe that financial planning is a long term relationship with my clients helping them over the hurdles including college education funding, retirement planning, estate and insurance planning. For people seeking divorce I will help plan for a financially equitable divorce settlement that fully address short and the long term needs. This is done by helping you determine short and long term financial needs. This will address the financial impact of different possible scenarios. I provide valuable information on financial issues related to divorce including: tax consequences, to sell or not to sell the marital home, pension plans and 401k, forecasting different settlement options.

 

 

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