RTJ Financial Management is a fee-only financial planning and wealth management firm. Our ideal client is a successful entrepreneur, freelancer or executive in entertainment and other creative fields. They don't want an advisor in a three piece suit, behind a mahogany desk, telling them what to do.
They prefer a fun, collaborative advisor that understands their point of view. We take on new clients based as much on their personality and willingness to act on professional advice as the level of assets they have. While we have the same level of research and access to the same products as our larger competitors, our firm prides itself on its independence and the lack of inherent conflict of interest found at larger firms.
They prefer a fun, collaborative advisor that understands their point of view. We take on new clients based as much on their personality and willingness to act on professional advice as the level of assets they have. While we have the same level of research and access to the same products as our larger competitors, our firm prides itself on its independence and the lack of inherent conflict of interest found at larger firms.
Services
We are most successful when we have a strong view of your entire financial picture, not simply individual elements. Each piece of the financial plan must work in harmony with the others in order for you to achieve your financial goals. The initial step in your financial plan is to identify all the financial goals you have, like Retirement, Home Purchase or College Funding and attach specific dates and dollar amounts to each goal.
RTJ Financial Management was founded with the idea that there was an alternative to the big brokerage houses with their obsessive focus on the bottom line and the view that their clients were merely account numbers and dollar signs. We don't do investment banking or create the complicated financial products that nearly destroyed the financial system.
Our ideal client is a successful entrepreneur, freelancer or executive in entertainment and other creative fields. They don't want an advisor in a three piece suit, behind a mahogany desk, telling them what to do. They prefer a fun, collaborative advisor that understands their point of view.
Their lives, while often fun and exciting, have become complex and they need somebody to help guide them (and occasionally nag them) to achieve their vision of financial success.They don't want an advisor that's part of a large firm. They prefer to have a personal relationship with their advisor and want a level of service unavailable to them from the big brokerage houses.
Their lives, while often fun and exciting, have become complex and they need somebody to help guide them (and occasionally nag them) to achieve their vision of financial success.They don't want an advisor that's part of a large firm. They prefer to have a personal relationship with their advisor and want a level of service unavailable to them from the big brokerage houses.
Insurance is an integral part of your financial success. The problem is that often insurance policies are sold to benefit the agent, not necessarily you the client. As a result we review all the insurance policies our clients have. Once we understand what you have and what you need to achieve your financial goals we can.
A strong financial plan starts with a solid budget. Once you understand where your money is going, you can consciously re-allocate your dollars to those things that are most important to you. Review your debts to see if we can refinance or renegotiate them to reduce your monthly outlay. We facilitate buy/sell agreements for our business owner clients that helps them in their transition and estate planning.
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