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Kelly Day Financial Services, LLC


Columbia Station, OH

Phone:

216-225-9075

Fax:

440-236-8564

E-mail:

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Valerie Schmitz, CEPA, CPFA President

Kelly Day Financial Services, LLC logo with emblem

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.

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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.

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View Our Customer Relationship Summary

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Reviews annual enrollment dates and options for Medicare participants.

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Explains how future tax rules may impact deductibility of charitable donations.

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Will you be able to afford nursing home care?

This calculator can help you determine how soon you can pay off your mortgage.

Estimate the future value of your current savings.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck