Retirement Benefits Consulting, LLC is a group of licensed and registered professionals who are passionate about providing financial education, as well as providing financial services and consulting to the growing population interested in optimizing their financial futures.
Because of this, there are two sides to our business:
- Partnering with other professionals in companies that want to promote financial education for their clients and/or employees.
- Municipal Governments
- Public Non-Profit Organizations
- School Districts
- Community Colleges
- Private Employers
- Consulting with individuals who are “financially literate” as a result of our on-going educational workshops and utilizing our unique strategies and products to create well-rounded investment plans for them.
We believe that anyone can become financially literate and, with the help of our consultants, you can understand your options, build an estate, protect your assets, ensure your standard of living throughout your retirement and mitigate the tax consequences associated with these actions.
We offer:
- Partnering with other professionals to present Educational Workshops on all aspects of building wealth, protecting assets, ensuring a standard of living and mitigating tax consequences.
- One-on-one consulting services to individuals in all areas of retirement planning.
- Workshops to employee groups to help them more thoroughly understand their employer's benefit packages and how best to take advantage of them.
Our general services include:
· Investments
· Insurance
· Estate Planning
· Retirement Planning
· Asset Protection
· Mortgages
· Tax Planning
· Asset Management
And Much More!
For further information on the services we provide please visit our website www.rbcadvisors.com
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