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The Cycle of Investing Do You Feel Lucky? The Business Cycle The Good Ship IPO

Beware of financial scams targeting college students. Financial professional Robert Baltzell talked with KABC-TV about five of the most common scams:

Bogus Student Tax

Tuition Scam

Fake Credit Cards

Opt out of marketing lists for pre-approved credit cards

False Rental Listings

Friendly Fraud

Federal law allows you one credit report each year at no charge. Get yours by clicking here.

"Building Trust through Education"

RLB Financial created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goal. RLB Financial is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.

Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our firm works exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.

Make sure that you check out our calendar page for upcoming free educational events.

"Building Trust through Education"

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Tax Management Strategies

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A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.


Making the most of surprises is a great reason to work with us.

Should You Ever Retire?

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.


You’ve made investments your whole life. Work with us to help make the most of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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