A 3 step Financial Planning process so you can clarify your vision and be more confident in your financial future. Many successful families feel like planning for their financial future is too complex and intimidating. Some even believe that building a roadmap designed to accommodate their vision is unattainable.
At RS Asset Management we believe that our clients can and should experience optimal wealth planning and finance management previously reserved only for the ultra wealthy. At RS Asset Management, we are committed to bringing precision wealth management to a new set of investors. Pre- and post-transition planning to determine your requirements to fund your next chapter.
At RS Asset Management we believe that our clients can and should experience optimal wealth planning and finance management previously reserved only for the ultra wealthy. At RS Asset Management, we are committed to bringing precision wealth management to a new set of investors. Pre- and post-transition planning to determine your requirements to fund your next chapter.
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After earning valuable experience at major investment firms for over 20 years Bob co-founded RS Asset Management to do his best advisory work on behalf of successful entrepreneurs and their families; collaborating with them to frame and quantify their vision for their next chapter so they can pursue what is most important to them.
Thank you for taking the time to contact us with your concerns or questions. Your questions may be quite complex, fairly straightforward or just born out of frustration in not finding a reasonable approach or answer. We get it. At the end of the conversation we hope we have answered the question that you asked.
Consulting with the successful investors through the years we have found there are commonalities which are characteristics of high performing approaches to wealth management. Many of these approaches are fundamental in clarifying vision, framing goals and pursuing an optimal outcome. These characteristics often integrate with each other to create an interconnected course of action.
STEP 1-What is the very first piece of advice I believe should be offered to business owners post sale? Take your time, don't be in a hurry to make decisions about what to do with the proceeds. STEP 2- If you are taking your time with the proceeds, what is the second step I recommend? Often talked about.
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David Shipler
Dec 27, 2018
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