Services We Offer

Riverbend offers services to assist in all areas of your financial lives including planning for retirement, investments, education expenses, charitable giving, insurance, cash flow, estate and debt management.



-Retirement cash flow analysis

-Social Security Planning

-Income distribution strategies

-Employer Retirement Plan   guidance

Investment Management

Investment Management

-Identify your investing goals and values and determine your risk tolerance

-Diversified portfolios

-Ongoing reviewing and monitoring of your portfolio

-Focus on tax minimization strategies

Estate Planning

Estate Planning

-Beneficiary designations

-Tax minimization strategies

-Legacy/Succession planning

-Transfer of wealth

-Asset protection

Tax Planning

Tax Planning

-We provide tax efficient strategies for the preservation and distribution of retirement assets

-Monitor tax law changes

Insurance Planning


-Life, Long-term care and disability

-Insurance needs analysis

-Review existing policies


Education Planning


-529 Plans and other investment vehicles

-Education funding projections

-Tax efficient planning

Charitable Giving

Charitable Giving

-Tax effective giving strategies

-Generational planning

-Legacy Creation


Cash Flow/ Debt Management

Cash Flow/Debt Management

-Budgeting and debt management

-Cash flow analysis and projections