Kelly Reddy-Heffner, CFP®, CSLP Financialogiq

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About Kelly Reddy-Heffner, CFP®, CSLP

Kelly’s goal is to help people build confidence with their money decisions and their ability to achieve important financial milestones. She primarily works with healthcare professionals but not exclusively. Kelly believes all financial planning clients deserve the professional advice of a fiduciary financial expert who will provide them with a high level of care and consideration regardless of income or assets available to invest.

She is a partner and advocate for her client’s financial success and that measure is the most important benchmark of her professional success.

Kelly completed her Certificate in Financial Planning from Boston University and is Certified by the CSLA Board of Standards in Student Loan Debt Management. She has her Series 65 and is a graduate of the Duquesne University Graduate School of Business with a Master of Business Administration

Besides running her financial planning firm, Financialogiq, Kelly enjoys time with her family, riding her bike, running, keeping up with her pup ‘Fred Rogers’, and planning travel. She loves great food but does not enjoy cooking. She does enjoy volunteering her time through the Chambersburg Rotary.

Kelly believes that there are no quick fixes to financial confidence, no guarantees on investment returns, but there is value in seeking trusted advice to get where you want to go.

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Recently Published

Investing Decisions - Is the Future Better Than Today?

August 10, 2020

An interesting perspective on investing recently came to my attention, the idea that the decision to invest now even during tumultuous times is based on a belief that the future will be better than the present.

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The CARES Act and Student Loan Debt

April 5, 2020

Personal and financial wellbeing are strained as we adapt to new normals. The CARES Act provides provisions to help Americans navigate job changes, income reduction, unemployment benefits, debt management and utilization of available resources to help during this difficult time. At Financialogiq we know that managing money can be difficult under the best circumstances and we are committed to providing valuable resources to help decrease fear and uncertainty at this challenging time and have pro bono services available to those that need it. From my family to yours, I wish you continued good health and financial stability.

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The Secure Act - How Changes Impact Planning

February 25, 2020

The Secure Act took effect on January 1, 2020 bringing significant changes to qualified and individual retirement planning. SECURE is an acronym for Setting Every Community Up for Retirement Enhancement and the overall goal of the bill is to increase access to tax-advantaged accounts, to assist Americans from outliving retirement assets and to make it easier for small business owners to provide retirement plans including to part-time employees.

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Ideal Clients

  • Medical Professionals
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+/mo
  • Flat Fee: $1200+/engagement
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.15%

SEC Records

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