Our Process

RHG WEALTH MANAGEMENT SERVICES

 FINANCIAL PLANNING

Helping you clearly define your desire and goals

"Stress test" of your retirement plan to ensure that it could withstand a severe downturn such as a recession or depression

BEHAVIORAL INVESTMENT COUNSELING

To design a portfolio specifically suited to your goals and dreams and then encourage the behaviors needed to see it through

Avoid the "7 great investor mistakes" (such as panic, euphoria and performance chasing that derail many investors) - Access to institutional money managers

Individually managed accounts for customized portfolios and tax management

Recommendations regarding investments available through your employers - Vigilant monitoring and prompt rebalancing of your investments

Evaluation of your entire investment portfolio

Development of a customized Investment Policy Statement (IPS)

TAX REDUCTION

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies - Fall tax planning session with our CPA

Development and oversight of the tax reduction strategies

Education regarding changes to tax law that could affect you

FAMILY WEALTH PLANNING

Analysis for your current estate plan and concerns

Free consultation with your attorney

Local estate planning specialists to review your estate plan

ASSET PROTECTION

We will review your insurance and asset titling to develop an overall risk management strategy

CHARITABLE GIVING

We will provide strategic guidance on an array of charitable gifting and planning options

RELATIONSHIP MANAGEMENT

Regular personal financial management meetings are scheduled to provide due diligence, monitoring and performance reporting of your situation and portfolio

We provide quarterly economic newsletters, private educational functions and entertaining events for our Elite client group

Our clients have access to their portfolio information 24/7

Access to total wealth reporting on a 24 hour a day basis