Rincon Financial Group
Advice and Financial Planning
Services
Financial Planning
Financial planning services start with a focus on goals, and the strategy to achieve them. Whether it's planning for a new home, college funding for kids, or creating the retirement lifestyle you've always wanted, our planning process will create the peace of mind in knowing whether or not you're on the right track and what needs to be done moving forward.
Core Topics
– Financial Position Review
– Cash Flow
– Net Worth
– Protection Inventory
– Basic Estate Review
Goal Based Topics
– Retirement
– Education Funding
– Other Accumulation Goals
– Future Financial Position Planning
– Estate Planning
– Employee Benefits Planning
– Investment Planning
– Income Tax Planning
- Insurance planning
Business Planning
How are you going to do the best for your employees, yourself, and the future of your business? As fellow business owners we understand what many of your fears are. We can help you navigate a start up, grow a current venture, or put together a succession plan when you're ready to retire.
- Entity Structure
- Access to Advanced Planning Specialists
- Ownership and Percentages
- Financial Statements
- Executive Benefits Planning
- Succession/Exit Phase Planning
- Key Employee Planning
- Cash, Capital and Debt Management
- Risk and Liability Management
- Business Transition Planning
- Compensation and Employee Benefits Strategies
- Personal Capital Management
Investment Services
Our investment strategies cover short and long term goals, focus on minimizing tax consequences, and include non-stock market based products when needed. Our investment management services are designed to help you grow and preserve your wealth over the long term. We are fiduciaries and will always put your best interest first.
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Advisory Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Insurance Planning
The foundation of any financial plan starts with a solid risk management program. Your earning potential is the most valuable asset you have. We owe it to our families to make sure they can live their best lives if that potential goes away. Our strong background in insurance planning and courage to have the tough conversations can help ensure that.
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
