After a thorough initial review of a clients' financial records we offer a complete analysis of their total financial condition. We endeavor to become our clients personal CFO.
The analysis typically includes:
- cash flow projections (short-term and long-term)
- an income tax analysis and projection
- a review of the client's insurance program (e.g., life and property and casualty)
- a review and description of the client's estate distribution plan
- an analysis of the clients education funding plan
We develop and recommend strategies designed to achieve the client's wealth management goals. We assist the client in implementing our recommendations. Our financial planning services continue as we periodically update our analysis of the client's financial condition to make certain the client is on track to achieve his or her goals.
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RGA Investment Advisors
192 Lexington Avenue, Suite 204
New York, NY 10016
ph: 646.633.4540
fax: 646.607.3873
info@rgaia.com
192 Lexington Avenue, Suite 204
New York, NY 10016
ph: 646.633.4540
fax: 646.607.3873
info@rgaia.com