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

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 8 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 8 issues 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 18 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

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: FL, GA, IL, MI, SC, NC, NJ, OK, VA,
Health/disability 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 Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Kelly Renner* CERTIFIED FINANCIAL PLANNER TM *Securies offered through Cambridge Investment Research, Inc., a broker-dealer, member: FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Life Strategies Financial Partners and Cambridge Investment research are not affiliated.

FINRA BrokerCheck

Financial Advisor's Specialties

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