RLB has brought together a team of accounting professionals offering the technical expertise and breadth of service ordinarily found in much larger firms, while delivering a level of personalized, quality service that is beyond comparison. Below is a listing of some of the services that we offer to our clients, along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed below.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.