Kelly Ruggles | American Reliance Group - PowerPoint PPT Presentation

kellyruggles
american reliance group offers a five fold approach towards financial planning l.
Skip this Video
Loading SlideShow in 5 Seconds..
Kelly Ruggles | American Reliance Group PowerPoint Presentation
Download Presentation
Kelly Ruggles | American Reliance Group

play fullscreen
1 / 8
Download Presentation
Kelly Ruggles | American Reliance Group
934 Views
Download Presentation

Kelly Ruggles | American Reliance Group

- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

  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 IRA’s and company sponsored 401(k) plan always keeping the client’s 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