President
(386) 675-6973
robbie@rlkadvisorygroup.com
While most financial planning firms attempt to be everything to everyone, R.L.K Advisory Group for over 20 years has specifically customized investments, retirement and estate plans for clients. We believe the planning ideas and strategies that we have recommended have helped families and businesses protect their hard earned savings and have been doing this for nearly two decades. Our entire team is committed to providing you with professional and friendly service that is second to none. It is our sincere desire to be able to serve you and your family for years to come.
We believe it is imperative to first educate investors about their alternatives and then assists them in implementing smart solutions unique to their needs. 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.
Asset Management
- Stocks
- Mutual Funds
- ETF'S
- Independent manager search
- Performance monitoring and reporting
- Asset allocation
- Outside managed accounts
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
- Profit-sharing plan
- 403(b)
- 401(k)
Insurance Planning
- Life Insurance
- Disability Insurance
- Long-term care
Education Planning
- 529 plans
Phone today with questions or to see if we can help you 386-675-6973.