In the Media
Are You Successfully Preparing Your Heirs for Wealth
The San Diego Foundation
Good News Bad News
San Diego Business Journal
R. J. Kelly: Are You Successfully Preparing Your Heirs for Wealth
San Diego State University
R. J. Kelly: Man With a Mission
American College CAPShare
Doing Well By Doing Good: Why Helping a Prospect’s Higher Purpose Can Make Them a Client
The International Association of Advisors in Philanthropy
Three Ideas To Stay In Business During A Crisis
MDRT Resource Zone
Doing well while doing good
MDRT Resource Zone
Typical Client
The San Diego Union-Tribune
The Buckets List
Senior Market Advisor (Now Retirement Advisor Magazine)
Building A Legacy – One Life At A Time
MDRT Foundation
Turning Business Into action
Flying V Group
Disablility Insurance – Ugly and Getting Uglier
San Diego Physician
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com