"If you seek a trusted, experienced financial planner or investment advisor, RJ Capital stands to provide experience-driven, conservative wealth management that can guide you to and through retirement."
Integrated Wealth Management Services
- Asset Management
- Retirement Income
- Wealth Transfer Planning
- Insurance Needs Analysis
- Cash Management & Lending
- Charitable Planning
Private Investment Accounts
- Individual Brokerage Accounts
- Joint Brokerage Accounts
- Trusts
- Partnerships
- Corporate Accounts
- Estate Accounts
- Custodial Accounts
- Retirement Accounts
Personalized Financial Plans
- Direct Rollovers of 401(k)s and 403(b)s
- IRAs
- Roth IRAs
- 401(k)s
- 403(b)s
Retirement Plans
A wide variety of retirement planning options can support your long-term financial needs. Your employer may fund a plan, or you may fund one for yourself. RJ Capital is well-versed in managing a variety of retirement plans to help maximize returns.
- Defined Benefit Pension
- Money Purchase Pension
- Profit-Sharing Plan
- Savings Plan
- Employee Stock Ownership Plan (ESOP)
- Tax-Sheltered Annuities /403(b) Plans
- Keogh Plans
- Simplified Employee Pensions (SEPs)
- Savings Incentive Match Plans
for Employees (SIMPLE plans) - Annuity Contracts
