Retire Your Way Dream it, plan it, live it.

Our Team

At Kelly and Sons Financial Services, we believe everyone deserves to enjoy the retirement of their dreams. That’s why our team is dedicated to helping clients design and implement effective strategies to achieve their financial goals. John and his sons take a comprehensive approach to estate planning, financial planning, and tax planning, ensuring every detail is addressed with care. Supported by a team of experienced attorneys, tax advisors, and financial professionals, we deliver unparalleled service to our clients. If you’re seeking a trusted team to guide you through every step of your retirement journey, we’re here to help.

John Kelly President

John Kelly is President of Kelly and Sons Financial Services Inc., a trusted financial services firm based in Hickory Hills, Illinois. John’s practice also includes a partnership with Integrated Trust System, utilizing valued legal strategies to provide clients with maximum protection in estate planning. Collaborating with a team of experienced attorneys and tax advisors, John delivers a comprehensive financial approach tailored to each client’s unique needs.

Born on the South Side of Chicago after his family returned from Ireland, John is the eldest of four siblings. He attended St. Laurence High School in Burbank, then went on to DePaul University, where he majored in finance and business management.

John is a proud member of the Illinois Department of Insurance, the National Association of Financial and Estate Planners, and the Million Dollar Round Table. He was honored with Top of The Table recognition in 2001.

With over thirty-two years of experience in the financial field, John’s commitment to service has enabled him to guide hundreds of clients in estate planning and investing. The firm is truly family-oriented, with his sons Ryan and Conor actively assisting in the business. John is the proud father of seven sons: Ryan, Conor, Dylan, Gavin, Logan, Riley, and Egan, and family remains at the heart of everything he does.

In his spare time, John enjoys golfing and relaxing at his lake house, cherishing moments with his loved ones.

COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?

The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:

How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

Attend Our Upcoming Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.