About Us

Sean is an expert in the matters of safe money retirement strategies. Meeting people face to face and helping them plan to retire safely has become his true passion since the financial crisis in the markets from 2007-09. While most of his clients have been from WNY and Northwestern PA, he has many Safe Money clients throughout the United States. Those numbers have increased since the pandemic forced advisors to do many meetings with clients over Zoom utilizing the wonders of technology.

Mr. Kelly has been a trusted Medicare advisor since the early 1990s. His clients trust him to work through the confusion of the medicare world. He has helped people with other types of financial planning like term life insurance, business life insurance strategies, and disability insurance.

Since becoming a Safe Money Strategist, none of his clients have ever lost money in the stock market while working with him. As a retirement and income planning specialist, he assists retirees and those about to retire, protect their savings, reduce income taxes & taxes on social security benefits and create a retirement income guaranteed to last as long as they do.

Sean likes to say, "I'm the guy that gets Thank You cards from clients when the markets are in turmoil."

Sean proudly served in the United States Marine Corps. He is happily married and has three adult children and two beautiful grandchildren.

KellyAgency.org

SeanKellyMedicareAdvisor.com

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