Richard Kelly, CAS®, CSA

Rick Kelly is an Independent Certified Senior Advisor, Certified Annuity Specialist and President of Pinnacle Retirement Inc.  His offices are located right in the beautiful Old Town Square of Fort Collins, CO.  Rick began his career in 1987 with a Wall Street Firm providing full financial services. He has been providing advice to pre and current retirees since1990. Utilizing an approach that ensures wealth creation and preservation, Rick helps his clients to live happier retirements with confidence, comfort, and certainty.

 

In 1999, Rick founded The Pinnacle Annuity Corporation in Scottsdale, AZ, to help educate retirees and potential annuities buyers on how to successfully purchase annuities and how to shop the marketplace for the most competitive plans.  Rick sold Pinnacle in 2013 and relocated his family to beautiful Colorado! 

Now, he’s helping pre and current retirees protect their retirements by providing strategies for secure lifetime income streams, reducing or eliminating market risk, reducing or unnecessary eliminating fees, locking in annual returns, providing competitive returns and most importantly, his clients sleep well at night!