Broker Check
Divider

4240 Ridgewood Avenue
Suite 1
Port Orange, FL 32127

President

(386) 675-6973
rk76@rlkadvisorygroup.com

While most financial service firms attempt to be everything to everyone, R.L.K Advisory Group specifically customizes investments and estate plans for clients. Many investors can better organize their financial affairs when they know about the solutions available beyond what they are told by their stockbrokers, insurance agents & financial planners.

We believe it is imperative to first educate investors about their alternatives and then assists them in implementing the proper solutions. The firm holds seminars monthly in the Central Florida area, usually in Volusia County. For the date of our next seminar see our event calendar or phone (386)-675-6973.

The Perfect Partner

TD Ameritrade Institutional

You never have to go-it-alone when your partners are perfectly aligned with your mission and business objectives.  TD Ameritrade Institutional represents the highest standards of excellence for quality and reliability. 

Rated number #1 by Barrons for:
Rated the number #1 Overall Broker

Long-Term Investing 3 years in a Row
Range Of Offerings 3 years in a Row
For Novices Four Years in a Row
Customer Service and Education
Online and Mobile Trading
Tablet App
Platform and Tools

We want our clients to achieve their maximum potential. This is why we have a partner who delivers maximum support. A partner like TD Ameritrade is committed to helping us grow and protect your investments and business without limits.

Estate Planning

  • Conservation and disposition of assets using wills, trusts and charitable gifting strategies
  • Confidence that your legacy is executed according to your wishes
  • Provision of care for surviving and future family members
  • Optimization of liquidity strategies
  • Life planning via living wills and powers-of-attorney
  • Ensuring business continuity

Cash Management

  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Outside managed accounts

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • Government Securities
  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Options

  • All major exchanges

Insurance

  • Fixed annuities
  • Term life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC's
  • 1031 Programs

Education Planning

  • 529 plans
  • Coverdale Savings Accounts

Phone today with questions or to see if we can help you.
386-675-6973


*As of June 16th 2015.