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“Imagine That™!“



Please Forward My Mail to Costa Rica!

Please Forward My Mail to Costa Rica! By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Clients of …
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Would You Like To Earn a Higher Interest Rate While Still Having Liquidity?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Earlier this month, I asked a client if he wold like to …
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Is ESOP the Guy Who Wrote all Those Fables? (Why Should You Consider Using an ESOP)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Well … I guess that was Aesop, but still – is it …
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So What If the Heart Attack Comes Up Short?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Just last week, I received an urgent call from a client …
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The Business “Prenuptial” and Avoiding the Manure

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last week I was visiting with prospective clients who own a national …
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Why Review Your Estate Documents?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA When was the last time you reviewed your estate documents?  If it has …
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The Impact of a Single Life (The Story of Louis “Louie” Zamperini)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA During this holiday season, I would like to share the moving story …
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Do They Celebrate Thanksgiving in Liberia?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA We were at church with a dear friend from …
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“Two Out of Three Ain’t Bad” (What Does the Ideal Investment Opportunity Look Like)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA The ideal investment opportunity would have the following three attributes: tax deductible …
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Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

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