List of Services
Retirement Planning
Making the most of employer-sponsored retirement plans and IRAs. Determining how much is needed to retire comfortably. Wealth accumulation and distribution strategies.
- 401k Allocation Investment Analysis
- IRAs- Roth IRAs
- Wealth Accumulation
- Wealth Transfer to Heirs
Tax Management
Looking for ways to reduce current and future tax burden. Working with qualified tax specialists.
- Stock Option Planning
- Tax Planning
- Tax Reducing Strategies
- Wealth Strategies
Risk Analysis & Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.
- Legacy Planning
- Risk Management
- Life, Disability & Long Term Care Insurance
Education Funding
Recommending investment and accumulation strategies to help pay for children's and grandchildren's education.
- College Savings Plans (529)
- Custodial Accounts
- Educational IRA’s
Investment Mangement
Determining asset allocation needs. Helping understand risk tolerances. Recommending the appropriate investment vehicles to help work toward your goals. Helping to prepare an Investment Policy Statement.
- Asset Allocation Portfolios
- Fixed Annuities/Variable Annuities
- Institutional Managed Portfolios
- Stocks, Bonds & REITS
Employee and Executive Benefits
Helping businesses attract and retain qualified employees through benefit packages.
- 401K Plans
- Individual Health Plans
- Group Benefits
- Rollovers (Pension, 401k, etc.)
- Small Business Retirement Plans
Coordination with Professionals
Coordination with respected attorneys and CPAs to provide a team approach to setting up an estate, determining tax reduction strategies and assessing insurance needs.
- Estate Planning
- Living Wills
- Medicare/Medicaid
- Power of Attorney
- Tax Planning
- Trust Review
Education
We conduct various educational events and hold financial classes at local colleges.
- Classes at Local Colleges
- Corporate Lunch & Learn
- Group Workshops
- Market Update Meetings
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
rdesai@rsdfinancial.com | (410) 992-4904