holistic approach to financial planning that takes into account all aspects of an individual's financial situation operate on a Fee-Only basis, meaning that we do not partner with any Mutual Funds or Brokers nor

variety of products and services they provide. Not only do they offer insurance but also other financial, understand the different investment opportunities like mutual funds, life insurance and college saving accounts. Additionally, I can answer any

-efficient strategies. RIM provides brokerage and retirement account management, as well as financial planning servicesproducts, including mutual funds, stocks, ETFs, tax-free bonds, REITs and annuities. As a fee-only practice, RIM does not receive commissions and the account management fee is