My Services
I provide a range of services designed to help meet your financial goals. These services include:
Wealth Management
My holistic wealth management strategy helps to preserve and grow your wealth long-term.
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Retirement Planning
By analyzing your finances and setting specific goals, I can develop a tailored roadmap for your retirement.
Tax Optimization
I can help minimize your tax burden, or even create a tax-free strategy.
Connect with me today!
4 Corporate Drive, Suite 482 Shelton, CT 06484
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. This material is not intended as investment, tax, or legal advice, it is for educational and informational purposes only. Please consult legal, investment, or tax professionals for specific information regarding your individual situation. Please visit rbcapitalmanagement.com for all information and disclosures relating to investment advisory services. Investment advice is not offered or solicited through this website. This material was developed and produced by Rob Leiphart, CFP® to provide information and education on topics that may be of interest to you.