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 provide comfort, confidence & certainty regardless of market volatility.
His Boomer "Retirement Certainty" Specialties Include:
1. Portfolios with less risk and less fees while earning competitive 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.

Happy Retirements Have Less Risk, Less Fees, Competitive Returns & Secure & Reliable Income Streams.

Retire With Certainty!:)

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