Who Our Clients Are

Meet Sarah

Meet Sarah

Age: 33

Profession: HR Director For A Fortune 500 Company

Financial Concerns: Saving For Retirement, Reducing Taxes, Filing Her Taxes Spending Less Time Managing The Family's Finances, and Saving For Her Kid's College Expenses.

Sarah's household has a comfortable, six-figure income. She is married and has two kids. She has a nice income, but she is completely overwhelmed by her busy life. Trying to manage her 401(k), ROTH IRA, saving for retirement, saving for her kid's college, minimizing her tax burden, managing her debt, shuttling her kids to soccer, softball, basketball and volunteering for her local school board is very draining.

After feeling unwelcomed by the big brokerage firms because she didn't meet their investment minimums, she was looking for better options that better suited her specific situation. She realized she needed an expert who would look out for her best interests. An expert with a flexible, easy to understand cost structure.

Enter RP Zeigler Investment Services

We can help Sarah and her family in a number of ways:

  • We can help her create a financial plan.
  • We can set her up an online secure financial dashboard. Now, she will be able to see all of her financial accounts on a single screen.
  • We can help her properly manage her investments, personalized to her desired level of risk.
  • We can help her potentially save money on taxes by utilizing tax efficient investments, as well as creating custom tax saving strategies specifically for her and her family.

If this sounds like you, reach out today. We'd love to help.

Meet Bob & Karen

Meet Bob & Karen

Ages: 62 & 60

Professions: Forklift Driver For A Large Manufacturer & Office Manager For A Local Small Business

Financial Concerns: When They Should Take Their Social Security. Should They Take A Lump Sum, Or Monthly Payments From Their Pensions. They Also Want Help Managing Their Investments.

Bob and Karen both have been working hard for over 30 years. They have a nice nest egg saved up in their respective 401(k)'s. With retirement around the corner, Bob & Karen have some serious decisions to make. Decisions that they don't feel 100% confident making themselves. They are looking for a financial planner they can trust, but equally as important, a financial planner they can relate to.

Enter RP Zeigler Investment Services

We're not your typical stuffy, suit & tie, downtown located type of financial planning firm. We're different. We're more of the golf shirt & jeans kind of folks.

We can help Bob & Karen in a handful of ways:

  • Helping them figure out when is the most opportune time to take their Social Security.
  • Helping them choose the best Medicare coverage for their specific needs.
  • Determining if they should take a lump sum, or monthly payments, from their pensions.
  • Managing their investments diligently (401k, IRAs etc) with their retirement looming.
  • Giving them fiduciary advice about whether they should roll their 401(k)s over, or leave them at their former employers. 
  • Picking a date for their retirement.

If this sounds like you, reach out today. We can help.

Meet Steve & Alice

Meet Steve & Alice

Ages: 72 & 71

Professions: Retired

Financial Concerns: How Much They Can Safely Withdraw From Their Investments Each Month, without running out of money later in life.  Maintaining Their Lifestyle In Retirement. Reducing Their Tax Bill.

Steve and Alice retired a few years ago, and they're loving every minute of it. Their kids are all grown and have left the house. Now, as they like to say, is their turn to enjoy life. They have had investment accounts with a large, brand name brokerage firm for many years, but lately they have grown unhappy with said brokerage firm. They don't understand the fee(s) they're paying. Even when they directly ask what the fee(s) are, they don't get a straightforward answer. They rarely hear from their "financial advisor" anymore, and when they do, they generally feel like they're being sold something. They have also begun to feel like a small fish in a big pond.

Enter RP Zeigler Investment Services.

We can help Steve and Alice in a couple of ways:

  1. We can show them the fees they're currently paying, and help them determine if they are receiving enough value for those fees.
  2. We can help them identify how much income they can safely take from their investments on a monthly basis without running out of money later in life. 
  3. Since we're locally owned, and independently operated, we can offer them a superior level of service. They no longer have to feel like small potatoes at their behemoth, big name brokerage firm.
  4. Since we are a full-time fiduciary firm, they won't ever have to feel like they're being sold something ever again.