Schedule a call now. How can I help you? Complete the form below to be reached for a brief, 10 minute introduction call.
Before you schedule a call, I thought you’d like to know what type of client I do my best work with. I would be a good fit if you are looking for a long-term relationship with a trusted professional because you are a busy individual who is:
- seeking more control over your finances
- overseeing family wealth and looking for organization and guidance
- wanting to feel better about your money
- looking for a financial advocate or coach
- adjusting to the loss of a spouse
- receiving an inheritance
- recovering financially from a divorce
- wanting to ensure a secure retirement
- the wealth creator wanting a plan to transfer assets in a multi-generational framework
RMFS services are comprehensive, including wealth management, financial planning, retirement planning, and investment management on an ongoing basis. At this time, I don’t offer financial planning only or hourly advice. Although I want to be of service where it is needed, I have intentionally limited the number of clients I serve so that each client gets the personalized attention they need. If you would like a different type of engagement, a great next step is to visit letsmakeaplan.org. Here you will be able to find a professional near you who fits your needs more appropriately.
Your call is important to me. I will return to you in 24-48 hours. To connect immediately, dial 720-600-7599, or send an email to Jim@RMFinancialSolutions.com. I look forward to meeting you.