TKG Process
As an I______ Firm, TKG can Invest with Any Investment Company they Want to
What is Independent?
The Two Main Services TKG Provides
What is Financial Planning & Wealth Management?
This is the address for The Kelly Group
What is 48 East Gordon Street, Bel Air MD 21014
This TKG Employee would like to buy lunch for "one" Harford Bank employee in the very near future.
Who Is Rick Fletcher?
This Person is Known as One of Harford Bank's Favorite Executive Vice President
Who is Stewart Lee
Who is the primary point person(s) for Harford Bank:
1) Branch Managers
2) Business Development
Who is Rick Fletcher
Who is Chad Arrington
This is How TKG Charges Fees
What is Fee Based (AUM)
The Year TKG Was Founded
What is 1997?
This is the number of states that TKG has clients in.
Who Is 35?
These are the three basic Estate Documents needed:
What is a Will, Medical Power of Attorney, and Durable Power of Attorney.
Famously, there is No 'I' in this Word, Additionally, it is Also the Approach TKG Uses
What is Team?
A Term Meaning an Individual's /Company's Duty to Always Act in a Client's Best Interest
What is a Fiduciary?
This is the Number of Employees TKG Has
What is 22?
These courses are taught at Harford Community College by TKG Adjunct Instructors
What is - A Retirement Discussion for Federal Employees (Fed Benefits) & Social Security Strategies for a Healthy Retirment
- Medicare Planning for Baby Boomers, The Role of Behavior in Financial Success, and Beyond Estate Planning.
These "Fab Four" have provided referrals for Q2 2025
Who is Ramona, Fred, Linda, & Amanda
TKG Likes to Model Themselves after this Painter who is Famous for his Depictions of Neighbors Helping Neighbors/Community Involvement.
Who is Norman Rockwell?
The Paramount Professional Designation for Financial Advisors/Planners
What is a CFP (CERTIFIED FINANCIAL PLANNER™)
TKG's Assets Under Management
What is 1 billion?
These are the TKG Adjunct Instructors at Harford Community College.
Who is Rick Fletcher, Charlie Wolpoff, Tom Cusick
This Harford Bank employee has the most referrals who became TKG clients in 2025
Who is Fred Branscome (2)
These are the First Three Meeting Types at TKG when becoming a client.
What is an Initial Consultation Meeting, Data Gathering Meeting, and a FP Implementation Meeting?
the Three Word Phrase (commonly shortened to a three-letter acronym) That Describes What Kind of Investment Firm TKG is
What is a Registered Investment Advisor (RIA)?
This is TKG's Client Retention Rate
What is 98+%?
These TKG Employee(s) hold the designation ChFEBC (Chartered Federal Employees Consultant)
Who Is Rick Fletcher, Zach Smith, Charlie Wolpoff
These are known as the TOP 10 to describe TKG (lunch)
What is 1) FP & Wealth Management 2) Fiduciary 3) CFP 4) Independent RIA 5) Fee Based 6) Transparent 7) Retention 98+% 8) Relationship 9) Community 10) Team