Our Services

At Risk Management Group, Inc., we provide assistance in the following areas:

 

Financial Planning
 
 
  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Legacy & Stewardship Planning
  • Family Office
  • Charitable Giving
    • Family Foundations
  • Portfolio Design & Implementation
  • Blended Family Planning
  • Eldercare Planning
  • Employee Benefit Planning
  • Wealth Preservation
  • Asset Allocation
 
 

  

Investments
 
  • Portfolio Evaluation
  • Common Stocks
  • Bonds, Government Securities
  • Mutual Funds
  • Money Management
    • Wrap Account
  • Educational Vehicles
  • Brokerage Accounts
  • REITS
 
  • Limited Partnerships
  • Futures (Managed)
  • Retirement Investments
    • IRA Roth, Simple, SEP
  • Retirement Programs
    • Corporate & Small Business Retirement Plans
  • Variable Annuities
 

 

Insurance
 
  • Portfolio Evaluation and Implementation
  • Life Insurance, Permanent & Term
  • Long Term Care Insurance 
 

  • Disability Income Insurance
  • Health Insurance
  • Annuities 
 

 

Divorce Financial Analysis
 
  • Pre-Divorce Financial Planning
  • Budgeting & Needs Analysis
  • Court Financial Forms
  • Separation & Divorce Document Review
  • QDRO Review
  • Expert Witness Testimony
  • Tax & Economic Ramifications of Alimony, Property, etc.
  • Post-Divorce Financial Planning