Broker Check
Shamrock Capital, Inc.

Patrick M. Kelly AIF®

4370 Swansboro Way
Highlands Ranch, CO 80126
(720) 255-2754

patrick@shamrockcapitalinc.com

RE: Retirement 18 Years Worth of Days Saving for College 101 The Latte Lie and Other Myths

Welcome to Shamrock Capital, Inc.

We are an investment firm dedicated to providing customized investment solutions to our clients. At Shamrock we take a tactical approach to managing your investments. We do not subscribe to the "Buy & Hold" approach to managing investments. The real question every investor should ask is: Should I be in the market, and if so what should I own. Please read the white papers we have on file in regards to tactical investing.

At Shamrock we feel strongly that it is our duty to empower and educate you about the strategies we use to manage your portfolios. We give you the tools to follow and monitor your investments by offering online access to your investment accounts. Your assets will be held in custody with Fidelity Investments.

Please take some time to familiarize yourself with our website and the services we offer our clients. There is a wealth of information on our website.To find out more about who we are, click the “About Us” tab where we provide you with information on our team. Please be sure to read our “Mission Statement” and our “Client Bill of Rights” as well.

Helpful Content

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Please Leave Home Without It

Please Leave Home Without It

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Important Birthdays Over 50

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Here are five facts about Social Security that are important to keep in mind.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Keys to Investing for Retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Learn how to harness the power of compound interest for your investments.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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