Kelly Gilbert leverages over twenty years in small business and process improvement consulting to help his clients navigate Investing while educating themselves in areas of Personal and Business Finances.
Kelly co-founded the Eminence Financial Group of companies and carries over a decade of focused Insurance strategies and financial investing advice experience. Kelly Gilbert is also co-author of the book “Future Proof Investing”. The book, his companies and his experience, all embody his passion to provide awareness and education of the advanced, yet conservative, financial strategies.
Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Eminence Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Eminence Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.