At RNR Securities LLC, we understand that a financial plan must be specifically tailored to each individual’s unique set of circumstances and beliefs. As an independent firm, we eschew the “one size fits all”, cookie-cutter approach to investing and instead, work with a myriad of industry-leading companies to help clients devise a financial strategy they are comfortable with based on their current situation and future goals.
Investing to reach long-term goals requires discipline, patience, and confidence in your financial advisor and his or her firm. It is a lifelong process that can help you and your family or business achieve important milestones
What you can expect from your financial advisor:
Investing to reach long-term goals requires discipline, patience, and confidence in your financial advisor and his or her firm. It is a lifelong process that can help you and your family or business achieve important milestones
What you can expect from your financial advisor:
- A consultative approach to your financial needs, including strategies related to education savings, retirement savings or generating income in retirement, insurance needs, leaving money to heirs, spending and savings solutions, mortgages by referral and other large purchases
- A tailored strategy based on your financial goals and comfort level with risk
- Personalized attention and prompt answers to financial questions and concerns
- Conveniently located offices
- Regular portfolio reviews and meetings to discuss changes in your life
- Clear and complete explanations of investments and recommendations
- An explanation of fees and commissions and why you’re paying them
Financial Planner Practitioners in:
- Estate Planning
- Investment Planning
- Retirement & Pension Counseling
- Mutual Funds
- Triple Tax-Free Bonds
- Tax-Deferred Annuities
- Life, Health & Disability Coverage
- Long-Term Health Care
- Educational Planning
- Insurance Counseling
