About My Practice
RLB Wealth Planning, Inc. is a professional planning organization designed to objectively coordinate client's financial affairs into a total financial plan. We are dedicated to helping people plan for their retirement, seek investment direction, reduce their taxes and prepare for the orderly transfer of assets to their heirs. Our clients' financial profiles range from middle-class to wealthy. We offer interested consumers the opportunity to discuss their personal financial matters in a private one-hour session at our office at no cost. At that meeting we will suggest a course of action and quote a fee (if applicable) to perform any additional services. Engagement fees for a formal financial plan range from $900 and up, and include a full year of planning services.
30 years in the accounting and financial planning business.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: NY, NJ, FL,, Health/disability insurance: NY, NJ, FL,, Fixed annuities: NY, NJ, FL,, Variable annuities: NY, NJ, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Cadaret Grant and Co., Inc.
RLB Wealth Planning, Inc. and Cadaret Grant and Co., Inc. are separate entities.
Considerations: Compensation method based on client preference
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.