Where to start with Wealth Legacy Group®, Inc.

OUR PROPRIETARY PLANNING PROCESS BRINGS CLARITY AND PRIORITIZING OF GOALS, WHICH PROVIDE CONFIDENT, ACTION AND PEACE OF MIND.

Personal Planning

  • Estate | Asset Protection | Taxes | Insurance

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Business Planning

  • Buy-Sell | Succession | Taxes | Insurance

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Accumulation Planning

  • Retirement | Education | Investment | Taxes

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Legacy Planning

  • Philanthropy | Conflict Resolution | Taxes

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Who is R. J. Kelly?

Bringing clarity and peace of mind for over thirty years.

 

Hi, I'm R. J.! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. For over thirty years, WLG has specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, we help clarify what matters most to them. Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays “on target” to reach higher levels of results and satisfaction. So, are you ready to plan a better and brighter future?

 

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Latest posts

“It Ain’t Salesy If It’s True”… The 10% Discount Is Going Away

Statistically, it is three to six times more likely that your income will stop because of being too sick or hurt to work than being too dead to work.  And yet disability insurance is often ignored in risk management.  Of all...

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Paying It Forward Never Goes Out Of Style – Wealth Legacy Group, Inc.

  Several weeks ago, a client asked how he could best help a grandchild with their college expenses, which prompted this month’s Imagine That! newsletter.  Whether your intentions are to help pay for an education, a wedding, a home or something else, what is the...

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Is Giving Thanks Once A Year Enough? – Wealth Legacy Group, Inc.

thanksgiving-meal Gobble, gobble. Thanksgiving is a core American holiday where many get to spend quality time with their friends, family and loved ones, maybe watch some football on T.V., enjoy a home-cooked meal – and all this on a weekday! For us history buffs,...

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Real Estate Rental Markets – What the heck is going on? – Wealth Legacy Group, Inc.

What the heck is going on in the real estate rental markets in San Diego and across the country? Why are rents doubling and even tripling in certain parts of the US, and will that be changing anytime soon? It sure seems like a great time for buying real estate...

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In 1981, I travelled with professional climbers to Nepal in their quest to climb Tawoche, the world’s 5th tallest peak. While ascending to 18,000+ feet, I was struck by how clear a perspective one has at that altitude, versus the busy roads below. Likewise, WLG provides you with a “mountain top view” of your situation so you can achieve your most important business and life goals.