Customized Financial Strategies for Individuals
Individuals have different goals throughout their lives. Whether you are saving for retirement or a child’s education, or preparing an income plan for retirement, we combine personalized planning, in-depth research, and innovative technology to help our clients stay on the path toward their dreams.
Accumulation Planning
Combine our understanding of a clients’ goals with our customized investment strategies to help them stay on track while providing ongoing support as their situation and goals change through the years.
Investment Management
There is no “one-size-fits-all” approach to investment management. Utilizing brokerage services, our own model portfolios, or LPL’s Managed Wealth Portfolios, a personalized investment strategy is established for every client. We are able to work in a fee based or commission based model – whatever approach best fits a client’s needs and comfort level.
Retirement Income Planning
Considering a client’s financial situation, needs and goals, we develop a customized investment strategy to provide income in retirement with the goal of maintaining your lifestyle and the purchasing power of the savings you have worked hard to accumulate over a lifetime.
Family Protection Planning
When appropriate, and often in conjunction with a client’s other trusted advisors such as CPAs and attorneys, RCG can assist with implementing strategies to protect families from unexpected loss of income, long term care needs, and generational wealth transfer issues.
