When it comes to personal financial planning, RSSM clients benefit from the resources of our many experts. Our retirement, financial and estate planners work professionally with other financial and legal advisors to develop sound financial plans. We are experienced in helping to develop investment strategies to benefit our clients’ wealth management plans.
We will also help you determine your insurance needs — whether it’s life, disability, long-term care or property and casualty — to fully protect and provide for your family while minimizing your premiums and tax consequences.
RSSM recognizes that as America ages, many elderly persons no longer have family members nearby or available to assist them with independent living. Apply the trust you have in our profession to let us assure that the daily and long-term financial needs of your elderly family members are being met.