R&R Financial Planners, Inc. is a complete resource for managing and protecting wealth. Founded in 1979, the firm integrates investment counseling, tax planning, and legal expertise (by referral) to deliver customized financial solutions.
Services include estate planning, investment planning, retirement counseling, educational planning, insurance counseling, tax preparation, and long-term health care planning. The firm operates under the oversight of the SEC and offers products through RNR Securities, LLC and Interactive Brokers, LLC.
Personalized financial strategies
Comprehensive one-stop financial solutions
40+ years of combined experience
SEC Registered Investment Advisor status
Services
Estate Planning
Assisting clients in establishing financial security for their future and loved ones through comprehensive estate planning strategies
Customized solutionsWills and trustsPension rollovers
Investment Planning
Expertise in asset allocation, stocks, bonds, and treasury bond/corporate laddering strategies
Alternative to CDsTax-efficient strategiesPortfolio management
Retirement Counseling
Planning for retirement funding through 401(k), 403(b), and pension rollover solutions
We offer estate planning, investment planning, retirement counseling, educational planning, insurance counseling, tax planning, and long-term health care solutions.
How do you approach financial planning? +
We develop customized plans by first understanding your financial situation, then creating and implementing strategies tailored to your specific needs.
Are you SEC registered? +
Yes, R&R Financial Planners, Inc. is an SEC Registered Investment Advisor.
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