Kelly ruggles on the need of custom retirement plans
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Kelly ruggles on the need of custom retirement plans

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Kelly Ruggles has been helping retirees and pre-retirees with financial plans for more than fifteen years.

Kelly Ruggles has been helping retirees and pre-retirees with financial plans for more than fifteen years.

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Kelly ruggles on the need of custom retirement plans Presentation Transcript

  • 1. Kelly Ruggles Kelly Ruggles On The Need of Custom Retirement Plans
  • 2. Kelly Ruggles Kelly Ruggles has been helping retirees and pre- retirees with financial plans for more than fifteen years. As a retirement financial planning professional, he has helped his clients in creating a financially secure future for their retirement years so that they can live independently. He brings his expertise and vision to the table to help his clients in creating flawless plans that will help them in their retirement years.
  • 3. Kelly Ruggles Mr. Ruggles always looks at the long term consequences of any financial action while giving his clients advice on how to plan for their retirement years. TO inform and educate his clients, he provides them with assistance on topics such as Long Term Care, Medicare, Medicaid, Estate Taxes, Social Security, Taxes, Investments, Annuities, Life Insurance, Wills, and Trusts. He also aids them in getting a better perspective on how to invest money during their retirement years.
  • 4. Kelly Ruggles Kelly Ruggles Keeps Client Satisfaction on Priority
  • 5. Kelly Ruggles Keeping the demands of his clients as his top priority, Kelly Ruggles works with them to educate and inform them on the usefulness of retirement planning. He also asks them important questions to understand their needs from retirement years so that he can offer them a retirement plan that meets those needs. He has a wide outlook to help his clients to grow and prosper in their retirement years and he offers them a range of solutions which meet their needs. His in-depth understanding of the financial market and his approach towards retirement planning has made him the first choice of retirees looking for a reliable professional who can help them to plan for retirement.
  • 6. Kelly Ruggles Kelly Ruggles Has Helped Countless Retirees and Pre-Retirees
  • 7. Kelly Ruggles As a professional, Mr. Ruggles understands the need of simple options for retirees and pre- retirees while deciding on retirement plans. He also takes in account the effect of inflation on the amount the retirees are saving or plan to save. To keep the retirement plans in check, he determines the financial and personal goals of his clients and offers them with the right financial aids that would help them in reaching those goals. Find out more about Kelly Ruggles by browsing through www.kellycruggles.com .
  • 8. Kelly Ruggles  THANKS