R.L.K. Advisory Group

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.