Dependable Financial Planning Services
If you're looking for access to financial planning services that offer comprehensive advice and support, then turn to RTS FINANCIAL CONSULTANTS. Whether you want to invest wisely or save for the future, proper financial planning can help you with your goals. We work hard to help you make the most of your finances no matter your situation.
In an uncertain economy, it can be difficult to invest wisely. Our goal is to provide you with the knowledge you need to make better financial decisions so that you can plan effectively. Our highly experienced staff works hard to develop a plan that reflects your needs while helping you strive for success. We offer access to a wide range of planning services including:
- Alternative investing
- Asset management
- Divorce financial planning
- Estate planning
- Investment management
- Retirement planning
- Risk assessment
- Wealth management
Financial planning offered through LPL Financial, a Registered Investment Advisor.
At RTS FINANCIAL CONSULTANTS, we're dedicated to client satisfaction and go out of our way to be your go-to source when it comes to financial planning. We want to help you realize your financial goals and get on the right path toward financial independence.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
View all articles
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.