RBM Wealth Managent Group
RBM Wealth Managent Group
  • Home
  • About Us
  • Our Services
    • Financial Planning
    • Investment Planning
    • Insurance Planning
  • Our Process
  • Important Info
    • Worth The Read
    • Worth The Watch
    • Account Login
    • CCSS 403b
    • Come See Us
    • Career Opportunities
  • More
    • Home
    • About Us
    • Our Services
      • Financial Planning
      • Investment Planning
      • Insurance Planning
    • Our Process
    • Important Info
      • Worth The Read
      • Worth The Watch
      • Account Login
      • CCSS 403b
      • Come See Us
      • Career Opportunities
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • About Us
  • Our Services
    • Financial Planning
    • Investment Planning
    • Insurance Planning
  • Our Process
  • Important Info
    • Worth The Read
    • Worth The Watch
    • Account Login
    • CCSS 403b
    • Come See Us
    • Career Opportunities

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

FEE-BASED FINANCIAL PLANNING

Accumulation Phase

Early career phase,  growing in career and beginning to grow assets.

(401K, insurance needs, etc.)


Consolidation Phase

Mid to late career phase, income exceeding expenses reaching peak productivity combined with Home Equity, Retirement assets and personal investment Portfolio.  Short Tem College needs for children. Even time to "Play Catch Up."


Spending Phase

After retirement earned income possibly ceases and funding by withdrawals of investment portfolios and retirement Plans.  Other income by possibly pension and Social Security.


Gifting Phase

High net worth and inability to outspend retirement assets.

Estate planning is most important.  


Planning & Protection

Utilization of technology of Right Capital and our Personal "21 Point Review" Process.

We believe in full comprehensive holistic planning that is designed specifically around you.  We understand that your life changes overtime from Marriage, birth of a child, retirement, and all things life throws at you.  All those life changes and events needs a rules based approach and time tested principles.  Continued stress testing of your financial plan and Monte Carlo tools.


Social Security Optimization

Needing to decide when to take Social Security?  Many people are confused about when the "right time" is to start collecting their social security benefits.


Estate Planning

Is designed to give you the peace of mind to know your legacy will be continued on for generations.  Estate planning is for everyone.  Addressing your financial concerns and taking into account legal, tax considerations, and how you want your legacy to be remembered. 


Education Planning

Saving for college is on minds of every family. Helping find strategies to help you save for children college is never too early.

Let's Be Social

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

LPL Financial Form CRS  www.lpl.com/CRS 


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.  Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

For Brokerage Business: AL, CA, CO, DC, FL, GA, ID, IL, MA, MD, MS, NC, NV, NY, OH, OK, SC, TX, VA 

For Insurance & Annuities:  AK, AL, CA, CT, DC, FL,  GA, MA, MD, NC, OH, OK, SC, VA , TX

Talk with your representative on additional states not listed. 

  • Home
  • About Us
  • Financial Planning
  • Investment Planning
  • Insurance Planning
  • Our Process
  • Worth The Read
  • Worth The Watch
  • Account Login
  • Come See Us
  • Career Opportunities

770.400.5521 or info@rbmwealthmanagement.com

Copyright © 2023 RBM Wealth Management Group - All Rights Reserved 

Powered by

Bright Future Ahead

Would You Like A Free Consultation?

Learn More

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept