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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

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.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Reviews annual enrollment dates and options for Medicare participants.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Provides tips for managing rising food prices through smart shopping.

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

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

How much Disability Income Insurance do you need?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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