Essential is advice-based financial advisory services for a continually evolving financial landscape
Why Essential?
We believe everyone could benefit from some help dealing with financial matters. We all have to make decisions about how and where we save, how much risk we are/should be taking, what type of insurance should we use and the list goes on. We believe these questions are essential to financial success for your lifetime and know that a team of experienced professionals can help guide you down the right path.
Essential gives you the opportunity to ask questions, develop financial plans and make sure your financial picture looks the way you want it to look without the typical roadblocks people see in financial advisors.
We believe everyone could benefit from some help dealing with financial matters. We all have to make decisions about how and where we save, how much risk we are/should be taking, what type of insurance should we use and the list goes on. We believe these questions are essential to financial success for your lifetime and know that a team of experienced professionals can help guide you down the right path.
Essential gives you the opportunity to ask questions, develop financial plans and make sure your financial picture looks the way you want it to look without the typical roadblocks people see in financial advisors.
What is Essential?
RPGA Essential is designed to meet you and your financial needs where you are right now. We achieve this by removing the typical barriers perceived in financial advice.
* No minimums required for investing
* Experienced team of advisors developing plans, discussing strategy, and reviewing progress in a fiduciary capacity
* Up-front cost model - You will know the fee before you start
RPGA Essential is designed to meet you and your financial needs where you are right now. We achieve this by removing the typical barriers perceived in financial advice.
* No minimums required for investing
* Experienced team of advisors developing plans, discussing strategy, and reviewing progress in a fiduciary capacity
* Up-front cost model - You will know the fee before you start
How Essential Works
* Meet with your team (In person or web based) to find out the needs, desires and wants for your financial picture
* Our advisors develop a plan, address your questions and provide ongoing support specific to your situation
* You don't even need to have any assets with us - our professionals will help with what matters to you
- Active Retirement Plans - Life, Long-Term Care, Disability Insurance -Stock, Bond, Mutual Fund, ETF portfolio
- Budgeting - Wealth Transfer - Just beginning - College Planning - Unexpected Changes - Outside opinions
* We plan with you to make sure your needs are met including how often we communicate on an ongoing basis
* Meet with your team (In person or web based) to find out the needs, desires and wants for your financial picture
* Our advisors develop a plan, address your questions and provide ongoing support specific to your situation
* You don't even need to have any assets with us - our professionals will help with what matters to you
- Active Retirement Plans - Life, Long-Term Care, Disability Insurance -Stock, Bond, Mutual Fund, ETF portfolio
- Budgeting - Wealth Transfer - Just beginning - College Planning - Unexpected Changes - Outside opinions
* We plan with you to make sure your needs are met including how often we communicate on an ongoing basis
How much will Essential Cost?
We designed Essential to be a true fee for advice platform. This allows you to choose the best way to pay based on where you are financially. Most people benefit from an ongoing model to keep on track and others enjoy doing their own investing and want a little guidance on specific situations.
* Retainer for service (monthly, quarterly or annual)
* Hourly rates
* Financial plan development
We designed Essential to be a true fee for advice platform. This allows you to choose the best way to pay based on where you are financially. Most people benefit from an ongoing model to keep on track and others enjoy doing their own investing and want a little guidance on specific situations.
* Retainer for service (monthly, quarterly or annual)
* Hourly rates
* Financial plan development
Contact us for more information and specific questions
