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
Retirement
-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
Insurance
-Life, Long-term care and disability
-Insurance needs analysis
-Review existing policies
Education Planning
Education
-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