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RMJ Financial Home Page Planning for Your Future
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Russell Jones
45084 ●●●●●●d Road
Ca●●on , Michigan, 48187
United States
View this contact
Russell Jones
45084 ●●●●●●d Road
Ca●●on , Michigan, 48187
United States
View this contact
Russell Jones
45084 ●●●●●●d Road
Ca●●on , Michigan, 48187
United States
View this contact
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RMJ Financial Home Page Planning for Your Future
Seven Steps to Financial Success
http://www.rmjfinancialplanning.com/seven-steps-to-financial-success.html
Objective, Practical and Knowledgeable Financial Advice. STEP 1 Initial Inquiry/Community Outreach. Our advisers provide a brief description of their services, philosophies, methodology and fee structure. They’ll direct you to their firm’s website or mail you an introductory packet to help you learn more. STEP 2 Get Acquainted Meeting/Teleconference. If you choose to use our adviser’s services, he or she will provide a list of additional information that he or she will need to begin. You will need to gat...
Home
http://www.rmjfinancialplanning.com/home.html
Objective, Practical and Knowledgeable Financial Advice. How to Choose a Financial Planner. Do you know how to pick a financial planner that has your best interests in mind? Planning for Your Future. How do I get started? Seven Steps to Financial Success. It's one of the most important things we can do, but it's also the most overlooked. Here at RMJ Financial we'll help you accomplish your future financial goals every step of the way. What matters more, investment performance or your savings rate? RMJ Fi...
Resources
http://www.rmjfinancialplanning.com/resources.html
Financial Self-Defense Guide for Seniors. Consumer Guide to Financial Self-Defense. Consumer Guide to Financial Planning. Investment Advisers: What You Need to Know Before Choosing One (S.E.C.). Let's Make a Plan. Certified Financial Board of Standards. Viewable / Downloadable Forms. Company Brochure (Form ADV 2). Objective, Practical and Knowledgeable Financial Advice. Committee for the Fiduciary Standard Oath.
Investing Philosophy
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Objective, Practical and Knowledgeable Financial Advice. Modern Portfolio Theory will be the philosophical foundation for how portfolio decisions will be made. The underlying concepts of Modern Portfolio Theory include:. 1) Markets are efficient. It is virtually impossible to consistently anticipate the future direction of the market as a whole or of any individual security. It is, therefore, unlikely that any portfolio will succeed in consistently beating the market. Have a written plan. Certified Finan...
Services
http://www.rmjfinancialplanning.com/services.html
Objective, Practical and Knowledgeable Financial Advice. Cash Flow Analysis/Debt Management. A review of income and expenses to determine current surplus/deficit. Advice on prioritizing surplus usages/how to reduce expenses if they exceed income. Recommendation may be made with respect to cash reserves for emergencies and other financial goals, and types of accounts for such reserves. Ways to minimize current/future income taxes as a part of financial planning picture. Recommendations may include typ...
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How to Choose a Financial Planner. Do you know how to pick a financial planner that has your best interests in mind? How do I get started? Planning for Your Future. Objective, Practical and Knowledgeable Financial Advice. Seven Steps to Financial Success. Do you spend more time planning a vacation for your family than you do for your financial future? With RMJ Financial we can help you plan a financial future that will make you and your family excited for your upcoming years. Certified Financial Planner ...
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