Kelly T. Renner, CFP^®

Life Strategies FP

3540 Wheeler Rd, Ste 304
Augusta, GA 30909

FINANCIAL ADVISOR'S WEBSITE

www.PlanningForYourLifetime.com

(706) 210-3535 CONNECT WITH Kelly

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee and Commission

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

No Minimum

My Links

Website

General

Kelly Renner is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Life Strategies FP in Augusta, GA and the surrounding communities.

Financial Advisor Overview

As a trusted Certified Financial Planner(tm), helping you identify your financial objectives is my priority. My approach is goal-focused and planning-driven. My approach is based on my belief that all successful investing involves constantly acting toward the realization of your goals. I believe that every individual, family or business will experience 9 critical Wealth Management Issues at some point in thier lives. Together we will create a financial plan that focuses on the planning and review of these 9 topics which are investment management, cash flow and debt management, family risk management, retirement planning, educational planning, legacy planning, business planning and special situations planning such as a blended family.

Financial Advisor Experience

With over 24 years of experience in the financial services industry, I believe I am only as strong as my team. I have identified a support team who is focused on exceeding your service expectations at every interaction.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: FL, GA, IL, MI, SC, NC, NJ, OK, VA,
Fixed annuities: FL, GA, IL, MI, SC, NC, NJ, OK, VA, CA,
Variable annuities: FL, GA, IL, MI, SC, NC, NJ, OK, VA, CA,

Broker-Dealer Disclaimer

Kelly Renner* CERTIFIED FINANCIAL PLANNER ® Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Life Strategies Financial Partners, LLC are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Identity Theft, Irregular Income, Insurance, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances