Life Insurance & Retirement Planning

Kelly Howard

Kelly Howard is a seasoned wealth coach and retirement specialist with two decades of expertise. Dedicated to assisting individuals, familys and small busineses in maneuvering the intricate landscape of insurance coverage, wealth management, retirement preparation, and business approaches, Kelly adeptly steers her clients toward optimal solutions tailored to their distinct requirements. Along her journey, she forges lasting connections and is enthusiastic about enlightening her clients on matters of financial planning. Kelly is driven by a fervor for establishing financial stability and multigenerational prosperity via the avenue of life insurance and annuities.

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Insurance Protection

Protecting your future is crucial, and as a life insurance agent, Kelly can help you do just that. Whether you are concerned about outliving your retirement, unexpected death, or disability, we offer products that can safeguard your family and business.

Retirement Planning

Are you planning for your future? The key to a successful retirement does not require you to compromise your current lifestyle. As an insurance agent, Kelly can provide a variety of options to help you prepare for your future without having to sacrifice your quality of life.

Financial & Insurance Solutions for Small Businesses

For small business owners, we have financial and insurance options available for both you and your employees. We can also help ensure the future security of your business. Kelly can help structure strategies that protect both employees and owners and secure the business for the long term.

Are you Financially prepared for the Future?

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Send us a message!

Kelly Howard
Life Insurance Agent

Phone: (714) 345-7862
Email: [email protected]

Location:
22912 Pacific Park Dr., Suite 202
Aliso Viejo CA 92656

General Liability Insurance

For a Business Liability Insurance quote, please complete these forms and send them to
Joe Zeller ([email protected])

Business Form

App for Quotes