Kelly Ruggles A Financial Planner

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Kelly Ruggles A Financial Planner

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Kelly Ruggles A Financial Planner:

Kelly Ruggles A Financial Planner

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Kelly Ruggles is a Registered Investment Advisor (RIA) and Chartered Life Underwriter (CLU) based in Spokane, Washington. Kelly advises clients on both estate and financial planning, which includes major issues such as Long Term Care, Taxes, Investments, Insurance, Annuities, Will, and Trusts.

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Kelly believe when it comes to financial planning, a one size fits all plan does not work. He develops customized plans for each of his clients after taking into account their current financial state and their future financial and life goals. To create a plan that will effectively work for them, he conducts a series of meetings.

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The first meeting is used to evaluate the clients objectives by asking about their future goals/dreams and also their concerns. The second meeting is used to analyze their current situation and formulate a suitable plan. In the third meeting, a proposal is submitted to the clients that outlines their customized financial or estate plan.

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Kelly adheres to a client needs based planning philosophy, to meet the specific needs of his clients in the best possible way. In addition to this way of thinking, Kelly is constantly attending classes and programs to further expand his knowledge and techniques for retirement planning. To learn more about Kelly Ruggles and American Reliance Group, browse through www.kellycruggles.com

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