Individuals & Families

"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