RPH Financial Office
For the last 30+ years, the guiding philosophy of RPH Financial Services, Inc. has been to prudently manage wealth and achieve a better life balance for our clients through a holistic approach. RPH’s model for achieving this is known as ASET (Accumulating, Securing, Enjoying, and Transferring). The process is tailored to each individual client and their unique circumstances. RPH Financial Services, Inc. is a paradigm creator in its approach to focusing not only on a client’s current financial position, but on their entire lifeplan.
At RPH, we understand the confusing terminology and multitude of financial products that can easily shift an individual off their long-term financial objectives. As guided missiles require guidance systems to remain on target, so too, do we need guidance in order to achieve our financial and life goals. Establishing a relationship with a financial planner who is client-centered vs. product-centered, working collaboratively on your Individualized Life Plan (ILP) is the key element to remaining on target.
RPH provides financial mentorship to individuals with the desire to fully participate in their own plan, creating a Socratic environment in which "new-to-financial-inquiry" clients fully realize their own economic potential.