Who We Are
We manage wealth and achieve a better life balance for our clients through a holistic approach.
How We Work
We work with you to help you realize your economic potential by creating a Socratic, involved environment.
What We Offer
From developing Individualized Life Plans and Retirement Plans to Tax planning and Insurance Planning, we offer a planning approach.
You Cannot Give
What You Don't Have
RPH understands the simple principle that if you are not living an enriched life, you minimize your potential to be a positive influence on those around you. An enriched, full life does not happen by chance though. It necessitates setting personal and professional goals and committing to full accountability for the outcome.
The clients of RPH benefit from our skilled approach to goal setting and measurement. Not limited to financial goals, our process includes life planning services to help all of our clients achieve the rewarding, balanced life they envision.
Not only are our clients the beneficiaries of an atmosphere of experience, enjoyment, accomplishment, teamwork and support, but all other important individuals in their lives benefit too.Contact Us
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Healthy habits are one of the greatest gifts to give your child.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Tips to avoid checking in luggage on your next vacation.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.