At RCM, we focus on individual client needs and offer truly personalized attention. Our service philosophy begins by listening to clients, creating a shared vision, then helping execute informed decisions in a complex financial world. 

Insist that your financial professional signs a fiduciary pledge to act only in your best interest at all times.

This goes beyond a simple passion to always "do the right thing" for clients. As a fee-only fiduciary, we take pride in acting in a client's best interest at all times, carrying out the highest standard of care when providing advice. This helps remove potential conflicts of interest which can exist in conventional bank, brokerage and insurance agent settings.

A broader, more informed perspective.

Our experience with—and passion for—market technical analysis gives RCM a unique ability to present a broader market perspective than many other financial firms. It gives us the opportunity to offer more comprehensive and informed advice not only to our own clients, but also to other financial advisers seeking to do the same for theirs.  

Clients deserve the best opportunity to reach their goals independent of historical market performance.

Markets are dynamic. Stocks, bonds, commodities and other assets can rotate in or out of favor for long periods of time, and market turmoil can shake investor confidence and create the potential to execute the wrong investment strategy at the wrong time. The bear market of 2000-2002, the Great Financial Crisis of 2008 and COVID-19 selloff are periods that rattled even the most steadfast asset allocation plans, begging the question: "Is there a better way to monitor and manage risk?"

We believe in clearly understanding client goals and risk tolerance.  Remaining adaptive to changing market conditions requires active consultation and portfolio adjustments when appropriate. Clients deserve the best opportunity to reach their goals independent of historical market performance.

OUR FINANCIAL PLANNING SERVICES INCLUDE:

  • Cash Flow & Budgeting

  • Investment Review & Cost Analysis

  • Retirement Planning & Cash Flow Analysis

  • Insurance Needs Analysis

  • Tax Planning

  • Discretionary Investment Management

  • Fundamental & Technical Investment Analysis

  • Financial Decision Making Guidance

  • Financial Behavior Coaching

  • Business Retirement Plan Design

  • Educational Planning

  • Estate & Legacy Planning


Call or email to begin the conversation:
(321) 610-1223
info@rettercapital.com