How We Can Help

Our First Meeting

The goal of our first meeting is to spend some time discussing what you are looking to accomplish and mutually decide if we can help. If we are a good fit, great, we will discuss next steps, if not, that’s fine too.

Financial Planning

Financial Planning is a process, not a product. The Rings Financial process is designed to understand who you are, what is important and what we need to be planning for.

The Rings Financial Process

  • Step 1: Identify goals and objectives.
  • Step 2: In-depth financial analysis and financial plan creation
  • Step 3: Discuss financial plan, recommendations, and next steps
  • Step 4: Implement recommendations
  • Step 5: Ongoing financial planning meetings to discuss progress, changes to financial situation, to do list, investment strategy, etc.

The Rings Financial planning process is designed to help you make sense of the following areas:

  • Preparing for retirement
  • Lifetime income strategies
  • Investment account consolidation and strategy
  • Social Security
  • Tax strategy
  • Wealth accumulation
  • Estate Planning
  • Employer benefits
  • Stock option planning
  • Insurance (life, disability, long term care)
  • College planning

Investment Management

The first step of successful investing is to determine what you are investing for, your tolerance for risk, income needs, and tax liability. These factors will determine your portfolio’s structure and design. Our strict and rigorous investment selection process will ensure your portfolio is structured using the leading investment companies and managers within the financial industry.

Investment management is an ongoing process, by virtue of continuous research, analysis, and regular investment meetings, Rings Financial will ensure that your portfolio continues to meet your needs and as your needs change, so will your portfolio.

Investment platform, clearing, technology, and custody solutions provided by LPL Financial, the United States #`1 independent broker dealer.

Rings Financial Investment Approach:

  • Keeping costs low
  • Diversified portfolios
  • Strategies that fit your goals, not ours

Have a Question?

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