Our Team

Our specialty is working with individuals and families going through major life events (such as retirement, separation from a spouse through death or divorce, changing jobs, sale of a business, inheritance, etc…) and who are interested in comprehensive planning leading up to and through retirement. As a result, we build long-term relationships with our clients. With over 50 years combined experience helping people deal with these major life events, the owners of RLG will analyze all aspects of your financial life to help you create a plan that helps simplify the high level of complexity and the risks facing you in retirement.

 

Learn more about our firm on BrokerCheck. Simply type in your current or prospective broker’s name to see employment history, certifications, and licenses—as well as regulatory actions, violations or complaints you might want to know about. There’s no reason not to check.