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Kelly Ruggles has over 15 years of experience helping those in the Spokane area with investing and retirement planning. Through the years, he has helped clients determine how much investment is needed in order to be independent after retirement. Kelly makes sure to educate his clients so they are able to handle tricky investment proposals, set their asset allocations, choose funds, monitor progress, and make adjustments independently if desired. Kelly is a trusted financial planning partner for those who have been seeking professional guidance. Due to the return in future years being uncertain, putting money in property, mutual funds, or stocks can be a risky option, and this makes many find retirement planning to be an overwhelming task. Kelly works at eliminating unnecessary risks from the process by discussing all pros and cons with clients. Offering them an investment plan they can feel comfortable with. Kelly believes in educating clients about their financial planning options so they can easily follow the steps he takes, and understand exactly what they are investing in. According to Kelly, saving through financial planning is an essential component of life for those nearing retirement, and with a complete understanding of what his clients expect from their plans, Kelly helps make a more secure future for them to look forward to.
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