2. Kelly Ruggles is a Registered Investment Advisor (RIA), with
over 15 years of experience in the field of investment and
financial planning for those in or near retirement.
3. Kelly Ruggles truly believes that planning for retirement is
essential for everyone. Money saved and investments made
in the years prior to retirement can assist people in living
comfortable and independent lives with no additional financial
assistance.
4. Kelly Ruggles believes in simplifying complex investment
options and tailors them according to the needs of each client.
According to Kelly, each client has their own requirements
regarding retirement investments and expenses.
5. The main motive of retirement planning is to remain debt free
for the time after retirement and to have enough money set
aside for any unexpected emergency or medical expenses.
6. Kelly Ruggles has provided financial advice to over 1000
retirees and pre-retirees in the last 15 years. His guidelines
have assisted his clients immensely in planning their
retirement years in a comfortable and profitable manner.
7. Kelly Ruggles has authored several articles regarding
financial planning that have been published in the Journal of
Business, which is a bi-weekly publication that delivers
comprehensive information to the Spokane/Coeur d’Alene
market.
8. Kelly Ruggles has also written a book titled ‘Financial
Concerns for Retirement,' which explains to readers how they
can plan for and live a successful life during the retirement
years. The chapters of the book have been summarized on
Kelly Ruggles' website.
9. Kelly Ruggles formed American Reliance Group, a company
that aims at providing reliable and customized financial advice
to all of his clients. Find out more about Kelly Ruggles and the
various services offered by American Reliance Group by
logging on to: www.kellyruggles.com.
