ABOUT Us

 

    "Let's go the extra mile.  It's never crowded." --Dennis Crimp

 

Kelly Monroe, founder of KLM Financial & Insurance Services, is a financial adviser and a registered representative of Brokers International FInancial Services LLC, Panora, Iowa.  By not imposing product-specific quotas on their advisers or representatives and offering a wide range of investment products, Brokers International Financial Services LLC allows Kelly to recommend the appropriate investments for her clients based on their individual goals and objectives.

Kelly has developed The Retirement Preparedness Advantagetm for Federal Employees, a proprietary process, to help Federal employees navigate, manage and maximize their complex benefits system.  Kelly’s integrated process combines her knowledge, experience, and resources to provide tools that help Federal employees to prepare for a dignified and predictable retirement.

Kelly is a member of an exclusive group of financial advisors -Ed Slott's Master Elite IRA Advisor Group.  Ed Slott's Master Elite IRA Advisor Group is an invitation-only circle of financial advisors dedicated to helping solve a large and complex financial problem – managing the distribution of assets from Individual Retirement Arrangements (IRAs) effectively.  Upon completing Ed Slott's initial IRA training program, Kelly became a member of Ed Slott's Elite IRA Advisor Group after receiving an invitation from Ed Slott, CPA, nationally recognized as a knowledgeable financial professional on all issues relating to IRAs and retirement Slice quilt featured on Simply Quilts.accounts.  This select group is personally trained by Mr. Slott and his team of IRA experts.   

 Kelly enjoys spending time with her husband and their children, cooking, traveling, and volunteering in the children's classrooms. She is an accomplished quilt artist featured on HGTV's “Simply Quilts” television show, and her quilts have been published in seven books to date.   As a family, the Monroe's enjoy volunteering with www.SoldiersAngels.org to offer gratitude, support and encouragement to our deployed members of the United States military.

 After September 11, 2001, Kelly volunteered with a project called "Pillows To Hold Onto" to provide comfort to grieving families with a pillow sewn from their loved ones clothing.  Kelly has continued this program for Gold Star Hero Drew's Pillow. We will always remember you.Families of our Fallen Heroes.  It is a personal goal to offer Pillows To Hold Onto to all Gold Star Families.  We invite you to share this offer with Gold Star Families in your community.  Please call our offices for more information.

 

  

Brokers International Financial Services LLC is not affiliated with Ed Slott's Elite IRA Group.