We utilize a process called the RBI Bridging Formula. This process is a truly unique wealth management system that fully understands that success for our clients involves diligence and attention to planning and process.
The RBI Bridging Formula brings together the very best of all pieces of the financial puzzle incorporated into two documents; a personalized Wealth Blueprint and your Investment Policy Statement. These two documents are crucial to anyone’s financial success.
The Wealth Blueprint is an in-depth dive into your financial, retirement, risk and estate planning goals. The Investment Policy Statement clearly defines your investment objectives and your commitment to reaching these goals. Together they are a powerful combination driven by an impassioned team.