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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are common mistakes you can avoid when saving for retirement.
Do your insurance needs stay the same when the nest empties?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Marriage changes everything, including your insurance needs.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?