Founder of RLB Financial, Robert Baltzell's philosophy is the needs of the client always comes first, RLB partners with you to maximize the value of your life's earnings. Depending on your goals, this can take different forms:
- Investing for growth and/or retirement
- Protecting and transferring your wealth
- Managing ongoing investments for tax efficiency, such as IRAs
- Managing distribution of retirement funds in the most tax efficient manner
One of the things that makes us unique is our strategic relationship with a clients CPA or tax professional firm. We work as a team when you and your family needs estate planning services or additional planning to manage tax consequences. This is especially helpful to many of our clients who have intricate financial situations requiring close coordination to ensure they're not paying too much in taxes.