RLJ FINANCIAL
MANAGEMENT
Our Financial Managers are comprised of experienced and knowledgeable professionals. Each individual is integral to the effectiveness and efficiency of the branch's overall operations, as well as to helping your practice transition seamlessly to our platform.
Our collaborative spirit is evident in our daily interactions, especially as we work together to ensure that your clients’ needs are our top priority, and to support you in achieving your professional and personal goals.
Our Services
Building a personal financial plan is the first and most important step to reaching your investment goals. At RLJ Financial Management, all clients are provided access to comprehensive financial planning services. Your dedicated financial adviser will start by analyzing your financial picture and objectives. With your goals in mind, a program is then set in place to help you reach them.
Money
Management
Determining the right insurance coverage for your needs is an important decision. A professional can analyze how changing economic and personal situations may affect you, giving you timely financial information – which ultimately helps you select the investments that fit your needs.
Insurance
We can help with your day-to-day financial tasks. We can do as much as or as little as you wish, from paying your bills to taking care of your elder loved ones when they can no longer take care of themselves. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the person on the go.
Bookkeeping
Services
Estate
Planning
Estate planning can be a neglected part of financial planning. It's easy to delay answering uncomfortable questions such as "What happens to my assets and my loved ones when I die?" So it's no surprise that roughly half of Americans don't have a will, and even fewer have an estate plan.
A real estate agent's full-time job is to act as a liaison between buyers and sellers. This means that he or she will have easy access to all other properties listed by other agents. We assist you in finding the right agent for your needs.
Real
Estate
Budgeting
Our budgeting service focuses on enhancing your financial management success by providing a clear understanding of your overall spending. Together, we will create a comprehensive budget tailored to your needs and adjust it annually to ensure it remains and relevant.