Individual Financial Planning
Our comprehensive approach brings all the pieces of the financial puzzle into a strategic plan based on your goals.
- Retirement
- Investments
- Tax Planning
- Education Planning
- Income Protection
- Debt Management
- Special Situations
- Estate Planning
- Life Insurance
Business Financial Planning
R&R Wealth Management offers comprehensive support for complex business planning needs.
- Business Continuation
- Buy-Sell Agreements
- Key-Person Coverage
- Discriminatory Benefits
- Income Preservation
- Disability Income Insurance
- Deferred Compensation Plans
- Salary Continuation Plans
- Business Overhead Expense
Employer Sponsored Retirement Plans
Creating and maintaining retirement plans that attract and retain the best talent has never been more important.
- Custom Retirement Plan Design
- Traditional 401(k)
- Safe Harbor 401(k)
- Simple IRA
- Cash Balance Plans
- White-Glove Service
- Education and Compliance
- Executive Bonus Plans
- Deferred Compensation Plans