Every journey to financial freedom requires a proven map and a knowledgeable guide keep us on course throughout the twists and turns of careers, families, generations…and lives.
Economic influences will always change. Never wavering, though, are RLB’s deeply experienced advisors, well-equipped with the technology and talent to generate financial freedom for you, your family, your future.
By choosing RLB for your personal financial growth planning and implementation, you are partnering with an experienced, local personal advisor backed by the considerable resources of an entire cross-discipline team, with each member focused on achieving those most important financial goals of all—yours.
RLB’s Personal Consulting Services Include:
Estate Planning
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.
Financial Planning
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.
Investment Review
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.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.