* We do not accept shared accounts. We take responsibility for the management of your retirement portfolio. We do not accept shared accounts for the same reason you would not have two family doctors — conflicting advice can potentially produce disastrous results. Financial planning consulting services are provided through RMH Advisors, LLC, a registered investment advisor. Fee-based financial planning services and securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. No strategy ensures a profit or protects against loss.
We work with our clients in several areas:
We can answer these and other questions for you:
The five years prior to retirement is a time full of difficult decisions. We can help you figure out:
Often when a spouse dies or a divorce occurs, someone is faced with issues they've never dealt with or even thought about.
Risk management is often of vital importance to medical professionals and having someone coordinate all aspects of their financial lives allows them to concentrate on their specialties.
We can help:
People coming into large amounts of money have special needs and concerns like these: