We serve as the quarterback for your financial life, ensuring you protect and grow your wealth, and that all components of your financial health are covered, from estate planning to accounting and insurance. Our approach is based on academic research which states that investing in low-cost, broadly diversified funds and select other financial products can minimize risks and most effectively capture the returns the markets provide.
Whether saving for college education, retirement, charitable giving, or future generations, we believe that understanding your current and future financial needs is paramount to forming a successful strategy. RF&L is a family business, but we have diverse profiles and professional accomplishments that make us an energetic and responsive team.
Whether saving for college education, retirement, charitable giving, or future generations, we believe that understanding your current and future financial needs is paramount to forming a successful strategy. RF&L is a family business, but we have diverse profiles and professional accomplishments that make us an energetic and responsive team.
Services
RF&L is a family business, but we have diverse profiles and professional accomplishments that make us an energetic and responsive team. Rodney Hass is a Registered Advisor Representative and founding member of RF&L Wealth Management. He has more than 17 years of experience managing investments for clients.
RF&L believes in modern portfolio theory and uses its principles as we manage investments for clients. While many advisors are focused on beating the market, we are focused on leveraging the power of the market. As such we are passive investors and believe that academic research is clear that over the long-term, investors are appropriately rewarded for the amount of risk they take in their portfolios.
You've worked hard and want to sustain the lifestyle to which you have grown accustom. However, we recognize that there are many demands on your time and many interwoven pieces in your financial puzzle. We serve as a financial "quarterback" integrating with specialists to secure your financial future.
Every individual and family is different. For some, where current income is high, we work with clients to allocate assets in a tax efficient manner. We focus heavily on how assets are allocated between taxable and tax-deferred accounts to fit within your broader tax strategy. We frequently use statistical simulation and planning tools to help you plan for retirement and meet your long term financial needs.
Buckingham Strategic Partners proudly serves and supports independent wealth management firms and financial advisors in their work of helping clients and their families meet their most important life and financial goals. It's our highest calling.
That's why Buckingham Strategic Partners delivers academically rooted and evidence-based investment solutions, because we believe this approach gives you the best odds of achieving financial peace of mind.We provide holistic financial planning tools, because we believe true wealth management should be comprehensive.
That's why Buckingham Strategic Partners delivers academically rooted and evidence-based investment solutions, because we believe this approach gives you the best odds of achieving financial peace of mind.We provide holistic financial planning tools, because we believe true wealth management should be comprehensive.
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