First Steps

With something as important as your finances, you should work with an advisor who is knowledgeable about your options and cares about your unique situation. The first step is setting up an introductory meeting. This will give you a chance to get to know your potential advisor while they gain an understanding of your individual circumstances. At RJ Financial we pride ourselves on not only asking the right questions but also on actively listening to your answers.

What to expect:

  • Confidentiality
  • Personalized service
  • Questions about your current financial situation and goals for the future
  • Confidential insurance analysis
  • Creative solutions to minimize taxes
  • Customized financial plan with ongoing support and reevaluation

Click here to set up an introductory appointment.