Rick Kelly, CSA, CAS

President at Pinnacle Retirement Inc.

Fort Collins, Colorado

Quick Answer

Rick Kelly, CSA, CAS, President, is a licensed independent financial professional at Pinnacle Retirement Inc. in Fort Collins, Colorado with 39+ years of experience. Specializing in Annuity Planning, Retirement Planning, Lifetime Income. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Rick Kelly, CSA, CAS in Fort Collins, Colorado

Phone: 970-541-4772 | 719-985-7747

Email: [email protected]

Website: https://rickkellycsacas.annuitiesgenius.com/

Areas of Expertise in Fort Collins, Colorado

Annuity PlanningRetirement PlanningLifetime IncomeWealth PreservationAnnuitiesFixed AnnuitiesRetirement Income PlanningSocial Security PlanningIndexed AnnuitiesLife InsurancePension Planning

About Rick Kelly, CSA, CAS — Fort Collins, Colorado

Licensed Independent Financial Professional · 39+ Years Experience · SafeMoney Certified™

Welcome to Pinnacle Retirement Inc. — Trusted Retirement Planning with Rick Kelly At Pinnacle Retirement Inc., we're committed to helping conservative boomers and retirees eliminate financial stress and build a secure, confident retirement. Our mission is simple: to protect your income, preserve your wealth, and provide peace of mind—no matter what the markets do. Led by Rick Kelly, a Certified Annuity Specialist (CAS) and Certified Senior Advisor (CSA), Pinnacle Retirement specializes in independent, conservative retirement planning solutions designed to reduce risk and deliver lasting financial security. Meet Rick Kelly – Founder & President of Pinnacle Retirement I'm Rick Kelly, the founder and President of Pinnacle Retirement Inc. My financial services career began in April 1987 with a Wall Street firm offering full-spectrum financial planning. But everything changed for me on Black Monday, October 19, 1987—when the markets delivered a hard lesson on volatility and risk. That pivot...

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Frequently Asked Questions About Rick Kelly, CSA, CAS & Financial Advisors in Fort Collins, Colorado

What services does Rick Kelly, CSA, CAS offer?

Rick Kelly, CSA, CAS at Pinnacle Retirement Inc. offers Annuity Planning, Retirement Planning, Lifetime Income in Fort Collins, Colorado. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Rick Kelly, CSA, CAS SafeMoney Certified?

Yes, Rick Kelly, CSA, CAS is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.