Financial Planning Services | RBF Wealth Advisors

You are more likely to reach your destination if you know where you’re headed and have directions to get there. Developing a comprehensive financial plan can provide a critical step in achieving your financial and life goals. RBF Wealth Advisors' main priority is to create a custom plan, uniquely designed for your needs, financial situation and life goals.

Our extensive knowledge helps us develop a plan that ensures all of your financial resources and professionals are constantly working to support your current and future goals.

This plan is not a one-time document occupying space in a drawer. It is a dynamic roadmap that guides us to actively manage your portfolio, continually assess your financial situation and frequently benchmark your goals.

Step 1 - Understand Your Needs

RBF Wealth Advisors' first priority is to develop an accurate and detailed grasp of your situation. To do this, we develop:

An extensive inventory of your assets and liabilities
An in-depth understanding of your personal, family and professional goals

Step 2 - Develop a Custom and Comprehensive Plan

Based on your unique needs, we aim to develop a personalized and thorough financial plan that helps you:

Minimize taxes through tax and investing strategies
Manage debt and cash flow
Accumulate wealth
Plan for large expenses such as Retirement, Education, Large Purchases, etc.
Protect your assets through insurance
Leave a legacy for the people and causes most important to you

Step 3 - Active Review and Adjustment

After finalizing your plan, we apply it to your financial resources and relentlessly pursue success through:

Active portfolio management
Regular meetings/conversations about progress and changes
Annual comprehensive evaluation of your needs