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Date Created: 12/20/15
Kelly Ruggles Simplifies Investment Complexities For Retirees Kelly Ruggles is a Registered Investment Advisor and a Chartered Life Underwriter (CLU). His designation of a Registered Investment Advisor help him in managing thousands of unique portfolios what allows him to work differently upon purchasing or selling securities, money management, and financial planning advice on a fee basis. He worked as fiduciary on behalf of advisory clients obligated to act in the client's best interest always. He has always followed the Advisers Act and maintained compliance programs to adhere to the rules and regulations defined in the Act. Being a Registered Investment Advisor, he has been governed at the state level by the Financial Investment Regulatory Authority (FINRA) and the Securities Exchange Commission (SEC) nationally. As the President and Founder of American Reliance Group Inc., he has been respected for providing retire- ment financial safety to clients in the most troubled times. Kelly Ruggles work with the clients to design a portfolio that suits the client's situation. It could be that the client has a large position in one particular stock with a very low cost basis. Being a Registered Investment Advisor, he creates portfolios using individual stocks, bonds and mutual funds. It can be a mix of funds and individual issues or only funds as a way to streamline asset allocation and cut down on commission costs. After completing a series of graduate level college courses and passing rigorous exams based on financial, estate and tax planning curriculum earned CLU accreditation, Kelly Ruggles became continual student of this field and earned the designation of Accredited Investment Fiduciary (AIF). Besides this, Kelly Ruggles is also a published author and he has written a book on financial retirement planning, 'Financial Concerns For Retirement'. In his book, he has mentioned several simplified ways to understand the complex retirement fi- nancial planning strategies for retirees in order to achieve their expectations from a financial plan. Kelly C. Ruggles has also written several articles on the subject of retirement financial planning and investment strategies for retirees. Kelly Ruggles also conducts regular workshops and seminars in Spokane, Washing- ton and at his seminars he talks about retirement planning, investment strategies, mutual funds, Wall Street, paying taxes and more. Find out more about Kelly C. Ruggles by browsing through http://www.kellycruggles.com
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