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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Can you keep up with your children’s mobile slang?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Making the most of surprises is a great reason to work with us.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.