Investment Guidance for Working Families
We pride ourselves on helping American working families to secure stronger financial futures. From wealth management to estate planning, we develop and implement personalized and strategic family financial planning solutions designed to build wealth.
Personalized Financial Planning Solutions for Working Families
When you choose RVPII Consulting, you have a partner who is experienced in every facet of family financial planning with you every step of your financial journey. Together, we will develop a strategic plan that has your best interests at heart.
Types of Financial Services Available to You
We offer comprehensive family financial planning services fully customized to your family’s unique needs and goals. Our financial consultants will build, implement, and manage your family’s investment strategy.
Investment Goals and Wealth Management
- Investment-based goal planning
- Milestone investment planning
- Investment income strategies
- Major expense planning
- Securities Backed Lines of Credit (SBLOC)
Retirement Planning
- Traditional IRA
- Roth IRA
- SIMPLE IRA
- Employer-Sponsored Plans: 401(k), 403(B), and 457(B)
- Rollover IRAs
- Retirement income planning and strategies
- Inherited/beneficiary IRAs
Life Insurance Planning
- Asset protection
- Income replacement
- Cash accumulation
- Estate protection
- Retirement income planning
College Savings and Funding
- 529 plan implementation
- College budget planning
- Cash value accumulation with life insurance
Estate and Legacy Planning
- Special needs planning
- Guidance on appropriate trust structure for families
- Asset protection strategies for long-term care
- Gifting strategies for heirs or inheritors
- Managing assets and investments to follow their estate planning and legacy goals
- Managing assets and investments to help pay for and provide care during times of need
Debt Management
- Credit card debt
- Student loans
- Medical debt
- Personal Lines of Credit
- Mortgage debt
- Home Equity Lines of Credit
- Securities Backed Lines of Credit
Whether you are new to investing or planning your legacy, RVPII Consulting’s family financial planning consultants can create a personalized strategy that will most benefit you.
Request a Consultation Today!
