Because none of us were born to just pay bills and die.
If you’re ready to build a retirement strategy that offers more money, more fun and a legacy you’re proud of, you need a custom Lifestyle & Retirement Map.
It’s easy to get started:
We help you gather all of your information.
We create a Lifestyle & Retirement Map.
We help you protect every area of your retirement.
We want to make sure you’re optimizing each area of your financial life and not missing opportunities that could put your retirement at risk.
Our ultimate goal is to help you live your dreams, so you don’t feel stressed out or end up with regrets!
Our Services
At RMO, our members enjoy:
- Tri-Annual Intentional Living Summits
- Aging Parents Support Network
- Online Membership Community
- Volunteer & Charitable Engagements
- Handyman & Vendor Network
- IT Support & Tech Security
- How to talk with family about money
- Prepare your successor trustees
- Free emergency consultations in medical or life crisis
- Private family summits
- Wills, trusts, and more
- Asset protection
- Estate & inheritance tax strategies
- Planning for special needs children
- Income tax strategies
- Retirement Income plans
- Investment & risk management
- Annuity & life insurance
- Federal & State Tax Returns
- Tax-saving strategies
- Long-term care strategies
- Medicare policies
- ALTCS & Medicaid nursing home benefits
Our team is made up of professionals who provide the following services:
Estate Planning | Taxes | Financial Planning