Kelly Ruggles: American Reliance Group's innovative approach to financial planning

A registered investment advisor, Kelly Ruggles is most known for starting American Reliance Group, Inc. (ARG), a firm that offers investment planning services to would-be retirees. Under his leadership, the company has successfully aided employees in making investments that funded their financial freedom, a feat that the firm performed through its fivefold approach to financial planning:

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1. Relationship. The company takes time to know its clients. Through the first meetings, ARG inquires about their goals and dreams, noting what “successful retirement” means to them.

2. Independence. ARG is an independent financial planning firm, which means it is not tied to the influences of other organizations. Because of this, the company can focus solely on the clients and their needs.

3. Focus. ARG and Kelly Ruggles choose to focus only on a select group of qualified clients. They screen all potential clients to see if they are really determined to succeed financially. The company chooses to focus on quality and not on quantity.

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4. Dimensional funds. ARG uses a unique investment model developed and sustained by some of the leading economists not only in the US but also in the world.

5. Customized plan. ARG believes that no two clients are alike. With this, the company has always been determined to design unique financial plans for each patron, all designed to help the everyday worker achieve financial freedom.

With these five business ideals, Kelly Ruggles and the Spokane, WA-based American Reliance Group have earned the trust of their clients, making them respected figures in the financial services industry.

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More information about Kelly Ruggles is available at www.argplanning.com.