A Brief Profile of Kelly Ruggles

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A Brief Profile of Kelly Ruggles

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A Brief Profile of Kelly Ruggles:

A Brief Profile of Kelly Ruggles

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Introduction Kelly Ruggles is an experienced financial planner based in Spokane, Washington. He is the president and founder of American Reliance Group (ARG) and an Investment Advisor for the company. Kelly develops customized retirement and financial plans according to the background, goals, and financial status his clients.

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Academic Background Kelly earned his Bachelors in Business and Economics from Humboldt State University in 1980. In 1998 he formed American Reliance Group to help pre-retirees, retirees and organizations looking for financial guidance. Kelly has also receiver his CLU from the American College.

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Professional Experience With over two decades of experience, Kelly has helped numerous clients make successful retirement strategies. Along with helping his clients, Kelly often conducts workshops and seminars to teach individuals about various retirement planning strategies. He assists his clients on many issues from including Medicare, Estate Taxes, Social Security Taxes, Investments, Annuities, Life Insurance, Wills, and Trusts. Kelly is dedicated to keeping himself updated on the current markets, and ensuring his clients’ needs are considered during the planning process.

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Extra Activities Kelly Ruggles is the author of ‘Financial Concerns for Retirement’ in which he offers advice on various aspects of planning including Long Term Care, IRAs, Estate Taxes, etc. To learn more about Kelly Ruggles and the services he offers, please visit http://kellyruggles.com

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