Solutions We Provide

In-person, on the phone or virtually, let's chat. If something is keeping you up at night, and you just want to talk about it for an hour, this cost structure is for you. This is a fairly simple 2-step process:

1. Schedule a quick, 15-minute phone call so you can tell me what's going on.
2. After the call, we'll get you on the calendar for an hour long get-together.

If you're thinking about or worried about any of these topics, then reach out today!

• Retirement
  
• Taxes
  
• Inflation
  
• Investments
  
• Your estate documents (or lack thereof)
  
• Interest rates
  
• Changing jobs
  
• Social Security
  
• Roth IRAs
  
• Traditional IRAs
  
• An old 401(k)
  
• A new 401(k)
  

Nearly anything related to money, we can most likely help you out with. Even if it's not listed above.

If something's on your mind, reach out today. Let's talk!

Transfer your investments to us, or don't. With this model, we don't care. Paying for services on a monthly basis is simply a way of life these days. At my house it's the gym, the internet, streaming TV, music and preschool, just to name a few. At RP Zeigler Investment Services, Inc., we offer a similar monthly subscription cost structure for young professionals, and for folks within a few years of retirement. Here's what you get with your monthly subscription:

1. A face to face, ongoing personal relationship with a CERTIFIED FINANCIAL PLANNER ™ professional.
   
2. A written financial plan addressing all of your financial concerns. We will also cover financial planning basics such as emergency funds, estate planning, tax planning, retirement planning, risk management and investment management.
   
3. Ongoing communication with the firm. Whether it's a phone call, an email, an in-person meeting, a video conference, or social media direct message, we will be in regular contact with you. If you call us, we will call you back. if you email us, we will email you back. While we cannot control the economy or the stock markets, we are able to control our level of commitment to you.
   
4. Asset allocation advice for your employer sponsored retirement plan such as a 401(k) or 403(b).
   
5. Advice on 401(k) vs ROTH(k) & Traditional IRA vs ROTH IRA.
   
6. Investment advice. Here's the best part: we don't care if you move your investments to us or not. You'll get sound investment advice regardless where your investments are located. (If applicable. Accounts managed by RP Zeigler Investment Services, Inc. are held at TD Ameritrade Institutional and generally will include, but are not limited to, ETFs, mutual funds, stocks, CDs, and/or bonds)