While many financial planning firms aim to serve a broad clientele, R.L.K Advisory Group has been dedicated to tailoring investments, retirement plans, and estate strategies to meet the unique needs of our clients for over two decades. We believe the planning ideas and strategies that we have recommended have helped families and businesses protect their hard-earned savings. Our entire team is committed to providing you with professional and friendly service. It is our sincere desire to be able to serve you and your family for years to come.

We consider it crucial to begin by educating investors about their options and then supporting them in implementing customized, intelligent solutions that align with their specific requirements. 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
  • Performance Monitoring and Reporting
  • Asset Allocation

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

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 Insurance

Education Planning

  • 529 plans

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