RBM Wealth Managent Group
RBM Wealth Managent Group
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    • 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
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  • 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

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Our Individualized Process

1. Initial consultation-overview of our process. Review your individual financial situation and establish financial goals and identify concerns

2. Review your financial landscape and assemble a complete financial picture and compile of data

3. Analyze your overall financial situation and develop holistic strategies 

4. Recommendations. Review status of recommended actions and present solutions.  Review life events and discuss strategies

5. Implementation. Review Financial Recommendations and Implement Strategies 

6. Progress and Review. Review and ensure goals are being achieved

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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 

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