Today's Annuities Can Be Complicated, Confusing, & Stressful To Buy
The Annuity RoadMap (ARM) System Is The Simple Solution To Successful Annuity Investing
Watch The "ARM" Training Sytem Below & Invest Like An Annuity Pro
What Our Annuity RoadMap Clients Say...
As a former professional myself, I quickly appreciated how cordial, informed, and professional Rick was in helping me to search for and select an annuity that best fit my needs. He obviously puts his client’s interest first and wants to make sure that his recommendation meets the client’s needs. I highly recommend Rick Kelly for your annuity needs.
Moran, CO
One of the things we appreciate most about Rick is he strives to make sure we have a clear understanding of any investment before he will allow us to purchase it. He is very knowledgeable of financial matters as they relate to retirement planning and conservative investing. He is especially well versed about all types of annuities.
John & Joyce, CO
Anyone wanting to investigate or buy an annuity, should start with Rick Kelly.
He makes it easy, and you'll make a fully informed decision, because he won't have it any other way. Nobody does annuities like he does for his customers. He searches all of the companies for you to help you make a financial plan for life.
Dan, AZ
Working with Rick has been the best experience with a financial advisor that I have ever had. We talked about my need to begin securing some of my investments for retirement. We searched several annuities for my portfolio and went with an annuity that is secure but gives me upside exposure. I am more confident with my investments than I have ever been and feel like for the first time ever I have found an advisor that wants me to succeed first!
Charlie and Jeannette, TX
Working with Rick has been a pleasant experience. I was immediately impressed by his enthusiasm, his knowledge and his ability to search thoroughly until he found the best solution for my circumstances. I must admit that having that policy has relieved stress in my life. I am generally very cautious about making referrals, but with Rick I will make an exception!
Betty, CO
In my previous career, I worked in the financial industry. Since then, I had grown skeptical of financial advisors as they tend to recommend investments with risk, fees, and not aligned to our personal needs. Rick's philosophies of preservation of our assets and searching until he found the right policies for our plan were greatly appreciated. We are excited, trust and enjoy working with Rick. Thank you for being a diamond in the rough for us!!!
Jerry and Sheila, CO
Are You Ready To Quickly And Easily Find The Annuity That's Best For You?"
Schedule Your FREE, No Obligation Annuity RoadMap Session Now
Rick Kelly, CSA, CAS
During our ARM Session, I'm going to walk you through the exact step-by-step process that will help you easily find "your" annuity from the industry's elite companies that offer the top performance, the most competitive terms, and the best liquidity features for your specific needs.
Your demo is free and there is no obligation. Go to the calendar now, pick the day and time that are best for your schedule.
I look forward to our ARM Session!
Rick