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Richard K. Kelly: Meet Rick
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Richard K. (Rick) Kelly is a Certified Senior Advisor (CSA)®. Rick began his career in 1987 with a Wall Street firm providing full financial services. Since 1990, he has been providing secure retirement services for both pre-retirees and current retirees, driven by his motto, “Defense wins a secure retirement.”

Rick has devoted his more than 25 years of service to the financial and retirement planning needs of clients throughout the United States. He is passionate about helping his clients secure and defend their retirement portfolios. His ability to develop strong and lasting relationships with clients has allowed him to serve multiple generations of families and manage hundreds of millions of dollars in assets.

Rick utilizes a conservative approach to wealth creation and preservation. He guides his clients in defining their goals and then implements and monitors their strategies. He uses his vast knowledge of complex planning solutions to aid his clients in planning income, long-term care, asset protection, risk management and estate consolidation.

Rick is a licensed life, health and annuity agent. He is the author of a variety of educational consumer reports, a monthly newsletter and an annuity comparison list. 

He has written columns for numerous newspapers and magazines and been interviewed on the radio and in newspapers.

In 1999, Rick incorporated The Pinnacle Annuity Corporation in Scottsdale, AZ to help educate retirees on annuities and secure retirement planning.  In 2013, Rick sold Pinnacle and moved with his family to Monument, CO.

Rick and his wife, Charlene, have two children, Gavin and Tory Joy. Rick is active in his church and has led the men’s ministry. Through their church, Rick and Charlene have led a horse ministry serving special needs children and their families.  They have also led children’s ministries and children’s camps. 

 

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