RLB Financial created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goal. RLB Financial is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.
Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our firm works exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda.
Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our firm works exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda.
Services
Founder of RLB Financial, Robert Baltzell's philosophy is the needs of the client always comes first, RLB partners with you to maximize the value of your life's earnings. One of the things that makes us unique is our strategic relationship with a clients CPA or tax professional firm. We work as a team when you and your family needs estate planning services or additional planning to manage tax consequences.
I have access to a national team of specialists who share their expertise to better serve clients. These specialists are unaffiliated with RLB and are hired separately by our clients. We do not share in fees for services rendered by these strategic partners. We believe this team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Family is the core of Robert's life. He and his wife, Suzy have three children. Robert strongly believes that the success he has earned is the direct result of continued interest in the field of financial planning and willingness to help others. It is his desire to pass the knowledge and enthusiasm he has for the financial education onto his clients.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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