INVESTMENT AND ASSET MANAGEMENT SERVICES THAT HELP YOU LIVE YOUR DREAMS.
No matter what your long- or short-term financial goals are, RH&A can help tailor an investment plan that can help you reach those goals. We’ll help you develop an asset allocation strategy appropriate for your needs, risk tolerance and investment time horizon. And then help you select different types of investment products that can best fund your plan.
Among the financial products we may suggest for you:
• fee-based money management services • bonds
• mutual funds • fixed and variable annuities
• stocks • college savings programs and 529 plans
But our work doesn’t stop with simply creating your plan. We’ll continually monitor its progress, give you regular updates, and even re-evaluate it to make necessary changes as your own personal goals evolve over time.
Our Planning Specialties
Retirement and Independent Needs
How do you envision spending your retirement? At RH&A, we’ll discuss your future lifestyle, and based on your goals,
risk tolerance and investment time horizon, we’ll map out an investment plan to help get you there.
IRA Designs and 401(k) Rollover Assistance
Need to roll over assets you’ve saved in your employer-sponsored retirement plan because you’re leaving the company? RH&A can guide you through the rollover process so you maintain the tax-deferred benefits of your plan without interruption. We’ll also help you determine the right mix of investments for your rollover plan.
Our Investment Specialties
Asset Allocation and Risk Tolerance
When it comes to investing, it’s not enough to understand the difference between stocks and bonds. It’s also important to know how much of your portfolio should be divided among these types of investments. At RH&A, we’ll help you determine the ideal mix of assets for you—given your goals, investment time horizon, and ability to tolerate risk.
Education Planning
Wondering how you’ll afford the soaring cost of college education for your child or grandchild? RH&A can help you develop a plan that allows you to invest in a child’s educational future, particularly through the use of tax-advantaged 529 College Savings Plans.
