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A Full Range of Wealth Management Services

We provide comprehensive services and solutions that address both the opportunities and challenges of every aspect of your financial life — coordinating your financial care to help simplify your life.

Services Beyond Investments

From day-to-day cash flow to long-term estate goals, our team coordinates every piece of your financial life across three core areas.

1
Financial Planning
  • Cash Flow Planning
  • Retirement Planning
  • Long Term Care Planning
  • Special Project Funding
  • Paycheck Replacement
  • Multi Year Income Plan
2
Insurance & Cash Management
  • Survivor Income Needs
  • Existing Policy and Protection Review
  • Annuities, Life & Long Term Care Insurance
  • Cash Management Program
  • CD and Money Market Offerings
  • Coordination with Outside Insurance Professionals
3
Tax & Estate Planning
  • Income Planning & Withholding
  • Roth Conversions
  • Qualified Charitable Deduction Planning
  • Tax Loss Harvesting
  • Beneficiary & Estate Document Review
  • Coordination with Outside Tax & Estate Professionals

Services for 401(k) Plans

We assist companies with plan oversight requirements while also making advisory services available to plan participants.

1
Plan Oversight
  • 3(38) Investment Management Services
  • Plan Compliance Guidance & Annual Review
  • Plan Benchmarking & Annual Plan Document Review
  • Investment Selection and Monitoring
  • Model Portfolios & Annual Fund Analysis
  • Legislative Updates & Best Practices Review
  • Fee Transparency
2
Advisory Services & Education
  • CERTIFIED FINANCIAL PLANNER® Practitioners Available for Participants
  • Managed Accounts and Planning Programs
  • Plan Participant Meetings
  • On Demand Learning Modules
  • Quarterly Newsletter
Also Available
College Funding

Explore college funding resources and planning tools to help prepare for future education expenses.

EXPLORE COLLEGE FUNDING

Coordinating Your Financial Care

Ready to see how these services fit into your personalized Family Master Plan®? Let's talk through your goals.

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Services FAQs

What financial services does RCA offer beyond investment management?

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Beyond investment management, RCA's Cincinnati-based team provides financial planning, insurance and cash management, tax strategy, estate planning coordination, and 401(k) plan consulting — all built into your personalized Family Master Plan® rather than offered as separate, disconnected services.

Does RCA help with insurance planning, or just investments?

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RCA's services go well beyond investments, including insurance planning — reviewing existing policies, survivor income needs, and long-term care coverage — as part of a complete Family Master Plan® built around protecting your full financial picture, not just your portfolio.

Can RCA coordinate with my current CPA or attorney, rather than replacing them?

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RCA coordinates directly with your existing outside CPA, attorney, and insurance professionals rather than asking you to replace them, so your tax strategy, estate documents, and overall plan stay aligned across every professional you already work with.

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