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Building a Fence at the Top of the Cliff with R.J. Kelly | Financial Planner Search
In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax mitigation, and legacy planning for accredited investors and business owners.R.J.'s practice was forged in personal loss. At 18, he learned his father a visionary who had built a multi, multi-million-dollar company had died without the planning in place to survive him. Within ten years the business was bankrupt, and that experience launched R.J.'s mission: make sure the visionary's work outlives the visionary. Today his firm serves clients…
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