Divider

4240 Ridgewood Avenue
Suite 1
Port Orange, FL 32127

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.  The planning ideas and strategies that we have recommended has helped families and businesses protect their hard earned savings 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 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.

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)

Bonds

  • Corporate
  • Municipal
  • Government Bonds

Options

  • All major exchanges

Insurance

  • Annuities
  • 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

*As of January 1, 2022