Broker Check

RSI Services

Comprehensive Wealth Management

Comprehensive Wealth Management

  • Comprehensive Financial Plan
  • Survivor Needs Analysis
  • Disability Income Needs Analysis
  • Education Planning and Funding
  • Insurance Review
  • Executive Compensation Planning for:
          - Deferred Compensation
          - Stock Options
          - Concentrated Portfolios
  • Estate & Charitable Gifting Strategies
  • Consolidated Online Account Access
  • Secure e-Document Vault*
  • Tax Planning
    (includes consultation with CPA)
  • Estate Planning
    (includes consultation with Attorney)
Retirement Planning

Retirement Planning

  • Retirement Income Distribution Planning
  • Goals and Objectives Review
  • Cash Flow and Budget Review
  • Net Worth Analysis
  • 401k Investment Allocation Review
  • Extended Care Needs Analysis
  • Beneficiary Review
  • Liability Planning
  • Annual Financial Plan Updates
  • Personal Retirement Income Analysis
    (PRIA)
Investment Management

Investment Management

  • Investment Asset Allocation
  • Custom Analysis of Risk Tolerance
  • Portfolio Performance Reporting
  • Portfolio Rebalancing
  • Account Establishment & Consolidation
  • Corporate Retirement Plan Rollovers
  • Required Minimum Distribution Planning
  • Tax and Cost Basis Reporting
  • Tax-Optimized Investing
  • Online Account Access
  • Transaction Services
    (contribution & distributions)

*This service, tools and information, as well as privacy and security measures, offered are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit www.eMoneyadvisor.com. Sagepoint Financial and Financial Retirement Solutions Inc. make no representations or warranties of any kind about the information, products or services contained herein.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

welch@2rsi.com   |  760-603-0700