|
| |
| |
Kelly Ruggles is president and founder of American Reliance Group Inc a registered investment adviser. American Reliance Group helps retirees and preretirees fulfill their financial goals by assisting them in the management of their monetary resources after retirement. Kelly Ruggles has worked in the financial industry for about 15 years and, during those years, has represented a wide range of well-known financial institutions. |
| |
| |
When he founded American Reliance Group, Kelly Ruggles’ intent was to provide much-needed financial planning advice to retirees and preretirees. American Reliance Group follows the philosophy of 'client's needs-based' financial planning. Instead of creating financial plans in accordance with current market trends that may or may not be beneficial to clients, American Reliance Group adheres to its philosophy of giving every client individualized, specialized treatment to assist them in achieving their financial goals after retirement. According to Kelly Ruggles, personalized financial plans are necessary for retirees to realize their financial goals after retirement. |
|
| |
| |
Kelly Ruggles believes that the financial requirements and expectations of each client are different from those of others, and this belief, to Kelly Ruggles, demands that every retirement financial plan be crafted carefully for individual clients. American Reliance Group, under the guidance of Kelly Ruggles, uses a five fold approach to make each financial plan a success. Every financial planner at American Reliance Group conducts detailed interviews with clients, enabling them to better understand the client’s financial goals. |
|
| |
| |
Kelly Ruggles also conducts workshops and seminars in Spokane, Washington where he speaks about ways retirees can make the most of their retired lives through sound financial planning. Workshops conducted by Kelly Ruggles provide an excellent opportunity for retirees to learn about the investment market, taxes, financial planning, real estate investment, and the share market. Learn more about Kelly Ruggles and American Reliance Group by browsing through the Web site. |
|
|
|
|