Today's Quote: Things of this world are in so constant a flux, that nothing remains long in the same state. —  John Locke
R. J. Kelly
4550 Kearny Villa Rd
Suite 103
San Diego, CA 92123

Office: (858) 569-0633

rj@wealthlegacygrp.com

Map and directions 		"Innovative strategies for business families in the growth, protection, enjoyment, distribution and lasting social legacy of their wealth"

Free Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.

  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • What to Do If You Lose Your Job
    		•
  • Dealing with Divorce
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Special Needs Children
    		•
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance
    		•
    Financial Concepts
    Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

    		Financial Worksheets
    Help put your "financial house" in order with these financial worksheets

    		 Financial Calculators
    Check out these handy financial calculators today!


    Mental Vitamins
    Use these resources to refine your skills, help your attitudes or just as "food for thought."

    The Facts of Life
    Learn more about Life Events
    and Financial Decisions from
    Smartaboutmoney.org created and
    maintained by the National Endowment
    for Financial Education. Specifics below.
    Major Life Events
    Starting Off Right
    Health and Family Support
    Education and Careers
    Planning a Major Purchase
    Crisis and Emergencies
    		Resource Center
    Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs
        

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