Unique Flat Fee Financial Planning
Unfortunately, the pace and complexity of managing modern finances leave many people unprepared to pursue a successful financial future. If you feel less than confident about tomorrow, having a well-prepared financial plan created and updated annually by our advisors will help to put you in control. We offer this service through a Unique Flat Fee Financial Planning program.
This program is a flat rate fee planning initiative that pulls all of your finances together and organizes them. The result is a system designed to make wealth management easier and more effective. We will also review your financial portfolio as needed to ensure that your plan always:
(1) Remains as comprehensive as possible
(2) Takes into account current financial trends and data
(3) Focuses on your goals and dreams
Services we may provide under this program, depending on your individual needs would include:
A detailed analysis of tactics and strategies necessary to provide desired income in retirement years is contained in your personal financial plan.
Should you choose public school or private school for your children? Your personalized financial plan creates a disciplined approach to proper education planning.
Major Purchase Planning
By knowing what is financially necessary in order to make a major purchase, your personalized financial plan lets you know when you can make the purchase and how the purchase affects other financial decisions.
Life Insurance Needs
Your personal financial plan helps you understand the proper amount of life insurance necessary for you. The plan will also illustrate its benefits.
Disability Insurance Needs
Your personal financial plan helps you understand the proper amount of disability insurance necessary for you. The plan will also illustrate its benefits.
Long Term Care Insurance Needs
Your personal financial plan helps you understand the proper amount of long term care insurance necessary for you. The plan will also illustrate its benefits.
Your personal financial plan helps you understand the value of your estate and how to properly protect your estate.
At RLA Financial, we will help you with your company 401K plan by selecting the appropriate investments. Together, we will decide what your tolerance for risk is as well as your timeline, among other factors. All these inputs will help in determining the appropriate investments for you.
Cash Flow Analysis
A critical part of your personal financial plan is cash flow analysis. This details exactly how you manage your cash.
Of course, in utilizing any of these strategies through the Flat Fee Financial Planning program the RLA Financial team will remain committed to delivering services with a continuous eye on Asset Protection, Asset Growth and Retirement Income Planning.
Unique Flat Fee Financial Planning works for any kind of financial strategist you may be looking for; be it – a professional sports wealth specialist, a professional entertainer financial advisor, or a private wealth management planner- we can address your needs.
For more information on the Unique Flat Fee Financial Planning service, click here on Brochure.
Financial Planning Services offered by Cambridge Investment Research. A Registered Investment Advisor
Experience helps make RLA Financial a trusted source.