25EDGE-13V: Alternative Retirement Income Strategies for HNW And UNHW Clients

Income and retirement planning for high-net-worth and ultra-high-net-worth individuals and families isn’t just about preserving wealth. It is also about creating tax-efficient and reliable income streams that align with long-term goals. Whether you’re working with established clients or engaging new prospects, Kelly shares how his approach to strategic questions, collaborative planning, and alternative investments can help solve complex challenges and deliver the income and retirement planning outcomes that high-net-worth and ultra-high-net-worth clients desire and expect.

RJ Kelly