Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

There are many issues that clients may be unaware of that should be addressed at  specific points in their lives. Here we use our Financial Standards of Care Strategy, which address issues that have greater importance as we age.

Investment Management

Choose the appropriate investments for your goals.

  • Asset manager selection and monitoring
  • Asset Allocation
  • Alternative Investments

Advanced Planning

Strive for you to enjoy the achievements of your life well into your family’s future with the right planning.

  • Estate Planning Strategies
  • Philanthropic advisory services
  • Multi-generational planning

Risk Protection*

Manage life’s uncertainties while aiming to maximize your return

  • Variable and fixed annuities
  • Life & Disability insurances
  • Long-term care

Financial Planning**

Utilize WealthVision™ to plan and manage your financial future

  • Comprehensive versus modular options
  • Retirement distribution strategies
  • Online access to Retirement Cash Flow Forecasting

Concierge Services

Integrate all the inputs for your finances to pursue a successful strategy

  • Online data aggregation
  • Coordination with your CPA
  • Assist with home mortgages

*Consultation with external insurance specialists.

** Using WealthVisionTM, powered by eMoneyTM.

Maximize the potential of your wealth – and spend more time enjoying the achievements of your life with our comprehensive suite of services.

Helpful Content

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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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.

rle@roberterrico.com  |  949-224-1751