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Personal Financial Planning

Financial Freedom - Personal Financial PlanningCreating Financial Freedom!

Building and preserving your personal wealth requires specialized attention.

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

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Our Personal Financial Planning Service Allows You to:

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls and developing an optimal savings plan given your financial situation and risk tolerance.

Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

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Book a meeting with us today and let us help you attain financial freedom.




We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We have a dedicated payroll team, a/k/a RBSK Payroll, that provides payroll preparation and HR solutions.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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RBSK advises clients on a variety of IT matters. Our IT consulting team, a/k/a RBSK IT, can assist you with of your networking and cybersecurity concerns.
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RBSK specializes in providing full Bookkeeping, Controllership and CFO services. A cloud-based accounting system can be designed for you.
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© RBSK Partners PC 2021

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