For the past 7 years, Kelly has been partnering with clients to give them the knowledge, products, resources and reassurance to feel confident in their plan. She is passionate about helping individuals and businesses reach their financial goals and objectives through education, analysis, planning and implementation. She believes that every situation deserves “white glove” treatment whether you are just starting on your path, recognizing a pivot in your strategy, or positioning yourself to realize the dreams you have set during your working years.
Bruce is a featured speaker at Presidential Wealth Management workshops and also provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor. He is the “go-to” guy in the office for federal benefits issues, pension analysis, estate planning and special needs planning for disabled adults and children.
Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement.
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