I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.
How I Work With Clients
Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives.
Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach.
Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present.
This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.
Susan Whitesell
CRPC CRPS AWMA CLTC RIS
Susan has been an integral part of my team. She has been with Janney since June, 1994, seven of those as Operations Manager. As a Registered Representative, she assists clients with all aspects of client service, including placing trade orders and performing necessary research in compiling portfolio reports.
Adam Shelp
CRPC RIS
Adam Shelp serves as Financial Advisor with the Kingston Retirement Group. He holds the Chartered Retirement Planning Counselor and Retirement Income Specialist designations.
Adam graduated from Bloomsburg University. He and his wife April have a lively family of three cats and one out numbered dog.
General Information |
| Name of Broker/Dealer: | Janney Montgomery Scott LLC |
| States Licensed in: | Pa,NY,FLA,NJ,DE,CA |
| Number of Years with Current Firm: | 21 |
| Work with the following types of clients: | Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Insurance, Fee Based Accounts, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Annuities, Options & Futures, Bonds, Stocks |
| Can meet clients in the following ways: | Our Office, Your Home, Phone, Email, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life |
| Financial Organization Memberships: | Financial Planning Association (FPA), Society of Financial Services Professionals |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500000 |
Education |
| BS - Parks Management | Penn State University
- State College PA 5/10/1975- 5/10/10979 |
| Master of Science - Business Management | Marywood
- Scranton Pa 5/20/1982- 5/20/1984 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
Kingston Retirement Group has been named to the Forbes 2023 Best-In-State Wealth Management Teams list. "Congratulations to Kingston Retirement Group for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. The Team represents the best of our industry." said Kevin Reed, Executive Vice President and President of Private Client Group. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Our Financial Advisors Peter Shelp, Susan Whitesell and Adam Shelp focuses on helping clients develop individual retirement plans and in providing retirement plan solutions to businesses.
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