What We Do
We created RCS Financial Planning to address all of the most critical areas of your financial plan. Our services include:
● Comprehensive financial planning
● Retirement planning
● Investment planning and investment management
● Social security planning
● Tax planning
We customize all of our services for each client’s situation. Our responsibility does not end there. As you encounter bumps in the road, changes in goals, or any other roadblocks, we are there to offer advice and guidance. We are there to celebrate your successes and cope with your challenges. We work alongside your other professionals, such as your attorney and your CPA to be sure all of your legal, tax and financial strategies are aligned.
Who We Serve
While we work with a wide array of clients, we specialize in serving the planning and investment needs of pre-retirees and retirees, small business owners, and employees of small and large companies. Many of our clients are:
1. Accumulators: Individuals who are conscientious, proactive, goal-driven and career orientated who often don't have the time to address their planning complexities alone.
2. Pre-Retirees: Those quickly approaching retirement and need to begin series planning
3. Retirees: Those already retired with complex needs that only a true Fiduciary Financial Advisor can address.
Our clients often have these things in common:
● They’re busy, and they work hard
● They want a plan for their immediate needs and plan a secure retirement
● They want to work with one financial team for all of their planning needs
● They enjoy working with a team they can trust to help them look forward to retirement
Get Started Now!
We only take on new clients who we believe we can help. We welcome the opportunity to learn more about your goals and discuss how we may be able to work together. To get started, please schedule a 15 minute phone call with us.