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How an RPT Wealth Strategies Advisor Helps You

Client Centered

In short, we help you solve your financial puzzle by providing you with clarity, trust and experience.

At RPT Wealth Strategies, we are committed to you, the client.  We:  

  • Help simplify your financial picture.
  • Listen to you, as an experienced consultant, regarding your financial concerns.
  • Guide you to think about areas of your financial life you may not have considered.
  • Help you prioritize your financial opportunities.
  • Help you determine and identify realistic goals.
  • Help you reduce your taxes while employed and during retirement.
  • Establish and review your retirement plan accounts (i.e. 403(b), 457, 401(k), IRA and Roth IRA).
  • Establish and review college savings accounts (i.e. Education Savings Account, College Savings programs).
  • Evaluate life insurance coverage and identify any deficiencies.
  • Suggest creative retirement income strategies that you may not have considered including assessing various income options via your Social Security and/or pension.
  • Provide you with unbiased investment research.
  • Prepare a financial plan and/or focused goal analysis reports for you.
  • Keep you on track.
  • Are an experienced sounding board for ideas you are considering.
  • Are honest with you.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. 


<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More