||Rick Kelly, CSA
325 2nd Street, Suite I
Monument, CO 80132
Office: (800) 975-1064
Office: (719) 985-7747
Map and directions
|Rick Kelly, CSA is an independent Certified Senior Advisor. Rick began his career in the financial services industry in 1987 and is an author, speaker and authority in planning retirements that have confidence, comfort & certainty regardless of market volatility.
His Boomer "Retirement Certainty" Specialties Include:
1. Reducing risk and fees on retirement portfolios while increasing returns.
2. Helping clients increase their retirement income by 25% or more, enjoy guaranteed lifetime income for husband & wife & passing on the remaining balances to their loved ones.
3. Avoiding costly investment mistakes.
Better Retirements Have Less Risk, Less Fees, Increased Returns & Lifetime Dependable Income Streams.
Retire With Certainty!:)