9

Click here to load reader

Kelly Ruggles

Embed Size (px)

DESCRIPTION

Kelly C. Ruggles founded the American Reliance Group in the mid-1990s to cater to the growing demand of retirees who wanted personalized financial retirement planning.

Citation preview

Page 1: Kelly Ruggles

Kelly C. Ruggles: Founder of American Reliance Group Inc.

Page 2: Kelly Ruggles

Kelly C. Ruggles founded the American Reliance Group in the mid-1990s to cater to the growing demand of retirees who wanted personalized financial retirement planning.

Page 3: Kelly Ruggles

The American Reliance Group Inc. helps the retirees and pre-retirees in managing their finances in such a way that they profit from their investments and are also able to leave a legacy for their family.

Page 4: Kelly Ruggles

Kelly C. Ruggles has extensive experience in the financial field. He has worked with top financial institutions and also helped over a 1000 retirees and pre-retirees in making profitable retirement financial plans.

Page 5: Kelly Ruggles

Kelly C. Ruggles aimes to provide retirees with a financial planning service that takes their needs and budgets in account before making a financial plan for them. The personal approach followed by Kelly Ruggles and American Reliance Group Inc in developing financial plans for retirees is a unique one.

Page 6: Kelly Ruggles

Kelly C. Ruggles believes that the financial plans based on the present market trends rarely succeed as the market trends can change with time. By making plans on the ‘client’s needs based’ approach, Kelly Ruggles has shown an amazing rate of success with his clients.

Page 7: Kelly Ruggles

Kelly Ruggles also maintains that the financial aspirations of each client are different and this requires a careful approach in developing a retirement plan.

Page 8: Kelly Ruggles

The American Reliance Group, guided by Kelly C. Ruggles, works with enthusiasm for every client and they use a unique five fold approach for developing financial plans. American Reliance Group provides all services on a fee basis and thus the clients can be assured of professional and unbiased advice.

Page 9: Kelly Ruggles

Thanks