Kelly Ruggles - Financial Advice to Secure Finances for Retirement - PowerPoint PPT Presentation

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Kelly Ruggles - Financial Advice to Secure Finances for Retirement

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Kelly Ruggles has been a fee-based financial advisor in the Spokane area for over 15 years. – PowerPoint PPT presentation

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Title: Kelly Ruggles - Financial Advice to Secure Finances for Retirement


1
Kelly Ruggles
  • Kelly Ruggles - Financial Advice to Secure
    Finances for Retirement

2
Kelly Ruggles
  • Kelly Ruggles has been a fee-based financial
    advisor in the Spokane area for over 15 years. In
    addition to advising, he also educates his
    clients regarding the need to make investment
    plans in time for a smooth retirement transition.

3
Kelly Ruggles
  • Founder and President of American Reliance Group

4
Kelly Ruggles
  • Mr. Ruggles is the President and Founder of
    American Reliance Group, Inc. a company dedicated
    to assisting clients in their retirement plans
    and future planning. His company specializes in
    planning and preparing strategies for clients
    based on their individual needs. With carefully
    consulted decisions, he makes use of various
    opportunities from buying bonds, investing in
    shares, selling and purchasing property, making
    changes in existing contracts, and many more to
    help clients reach their retirement goals.

5
Kelly Ruggles
  • Offering a Close Business Relationship for
    Improved Results

6
Kelly Ruggles
  • Kelly Ruggles is an experienced financial planner
    who has worked with various institutions and
    organizations by helping them create effective
    long-term financial strategies. He believes in a
    close business relationship with all his clients,
    which allows for efficiency and retirement plan
    accuracy.

7
Kelly Ruggles
  • Kelly Ruggles Offers Strategies that Offer Growth
    and Security of Finances

8
Kelly Ruggles
  • In order to adhere to the different needs of his
    clients, Kelly offers customized financial plans
    based on their budget and their goals for life
    after retirement. Kellys goal is to guide his
    clients on an educated path in order to help them
    make balanced investment decisions for their
    future.

9
Kelly Ruggles
  • THANKS
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