WEALTH MANAGEMENT: FINANCIAL PLANNING AND INVESTMENTS

Through an affiliated entity, R&M Wealth Management Services, LLC, the firm provides a full spectrum of financial planning and “wealthcare” advisory services. The wealth management group’s financial service offerings are designed to help clients address today’s complex financial challenges head on and to take responsibility for their financial futures. In addition, the wealth management group provides corporate clients with access to expertise in a variety of areas that affect the overall financial health and growth of a company.

Areas of expertise are investments, financial planning, and insurance. Specific services include, but are not limited to:

• Financial planning analysis
• Estate preservation techniques
• Retirement accumulation strategies
• Investment management and advisory services
• Executive compensation
• Company and employee fringe benefits
• Pension plan design and management
• Business succession planning
• Risk management and insurance protection
• Life, disability, and long-term care insurance policies
• Asset protection mechanisms
• Education planning and funding vehicles
• Philanthropic strategies