Kelly Ruggles On The Need of Custom Retirement Plans - PowerPoint PPT Presentation

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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. – PowerPoint PPT presentation

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Title: Kelly Ruggles On The Need of Custom Retirement Plans


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
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