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Creating Financial Freedom!
The partners at RM&N provide common sense investment advice regarding tax efficient savings vehicles, personal budgets and cost / benefit analysis of various investment and business opportunities. When it comes to ongoing investment portfolio management and insurance procurement, we strongly believe in a team approach - "do what you do best" - teaming our expertise with the services of qualified licensed investment advisors and insurance agents. We are happy to provide recommendations of those advisors that we feel meet the highest standards of expertise and professionalism. We work closely with these advisors as a team to maximize information-sharing for year end tax planning and return preparation, as well as assist in developing a comprehensive financial plan that will help you...
Some Helpful Resources for our Clients:
PERSONAL FINANCIAL STATEMENTS- useful to present your personal statement of financial condition for requests from banks and mortgage brokers, or other credit needs
PERSONAL BUDGET SPREADSHEET- useful tool to assist in the tracking of monthly personal expenditures and providing variance analysis from pre-determined budgeted amounts