I met Kelley in April 2011. This was an extremely busy time for me. Not only was I busy with upcoming events at the Hide-A-Way Lounge & Grill, which I owned at that time, but I was also tying up loose ends for our upcoming wedding on June 25th. I finally got together with Kelley in the fall. He showed me some awesome tools I was not aware of in regards to Tax Free retirement income and the Index Strategy, which I had heard of but didn't know where to find. I could kick myself in the rear for putting Kelley off until the fall. The monies I would have saved and not continue to
have lost in my IRA accounts. Kelley knows his stuff. We rearranged my planning and I have been happy since then. I now have a road map to when and how comfortable I will be in retirement and not have to worry about running out of Money. Only gains, no losses, and it is accessible to me when I need it.
Thank You Kelley for Saving us in our retirement planning and giving us that peace of mind!