Broker Check
Shamrock Capital, Inc.

Patrick M. Kelly AIF®

4370 Swansboro Way
Highlands Ranch, CO 80126
(303)495-9810

patrick@shamrockcapitalinc.com

Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy Supporting Local Business In a Crisis

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.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Assess whether you are running “in the black” or “in the red” each month.

 

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Learn how to address the challenges that women face when planning for retirement.

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This investment account question is vital and answered as early as possible.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Use this calculator to compare the future value of investments with different tax consequences.

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

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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

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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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The decision whether to buy or rent a home may have long-term implications.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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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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