Services
How We Work
Taking a comprehensive view of your situation, financial requirements, investment preferences, and special circumstances, our team offers a wide variety of services to help you and your family work towards your goals. Whether you’re ready to buy your first house, want to fund your child’s college education, or are looking forward to retiring in a few years, we help you save and grow your assets to realize your dreams.
CERTIFIED FINANCIAL PLANNERS™ on the RBT Wealth team offer services in the six areas defined by the Certified Financial Planning Board of Standards:
- Financial planning
- Insurance planning
- Investment planning
- Income planning
- Retirement planning
- Estate planning
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance