Kelly Ruggles | American Reliance Group - PowerPoint PPT Presentation

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Kelly Ruggles | American Reliance Group

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American Reliance Group was founded by Kelly Ruggles in the mid-1990s and continues to serve as the premier retirement financial planning firm in the greater Spokane area. – PowerPoint PPT presentation

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Title: Kelly Ruggles | American Reliance Group


1
American Reliance Group offers a Five Fold
Approach Towards Financial Planning
2
American Reliance Group follows a five-fold
financial planning process for its clients, who
often share the common goal of living
independently after retirement.
3
Kelly Ruggles, president and owner of American
Reliance, builds a relationship with his clients
and develops an understanding of their needs and
wants. After proper discussion with the client,
an outlined plan is presented to the client and
further suggestions are invited.
4
The services of the firm are provided on a
fee-basis. All the retirement financial plans
made by the company are customized, focusing on
the customers needs.
5
American Reliance Group is an independent firm,
focusing on customized plans ranging from trusts,
annuities, personal accounts, IRAs, Roth IRAs
and company sponsored 401(k) plan always keeping
the clients best interest in mind. Kelly Ruggles
has access to top money managers and insurance
companies to provide quality services to his
clients.
6
About American Reliance Group
7
American Reliance Group was founded by Kelly
Ruggles in the mid-1990s and continues to serve
as the premier retirement financial planning firm
in the greater Spokane area. The firm follows a
client-based philosophy that focuses on the
client's needs and creates a financial plan for
retirees and those close to retirement.
8
Find out more about Kelly Ruggles at
http//www.kellyruggles.com. To learn more about
American Reliance Group, log on to
http//www.americanreliancegroup.com
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