Services

We offer asset allocation and portfolio monitoring services on a discretionary or non-discretionary basis. RPG reviews the accounts on a quarterly basis and actively manages the account on a continual basis.  We also meet with the client to discuss their goals and objectives, and then determine and present to the client an asset allocation specifically tailored for them based upon their individual goals, objectives, risk tolerance and investment time horizon.

Riverbend Planning Group, LLC also provides financial planning services to our clients.  These services include:

Personal Finance

RPG will assist in both the day-to-day and longer term budgeting of the client’s cash flow.

Risk Management

RPG will assist the client in determining both their personal and professional liability and means to mitigate them.

Employee Benefit Planning

RPG will assist the client in attempting to maximize the benefits available that are provided by their employer.

Income Tax Planning

RPG will work with the client and their tax professional to help maximize the benefits of the current tax laws.

Retirement Planning

RPG will work with the client to establish reasonable objectives and goals to achieve their desired lifestyle at the time of retirement.

Estate Planning

RPG will work with the clients and help educate them in the vehicles available to maximize the amount of assets that can be left to the benefit of the heirs.