Services

Providing Retirement Planning and Wealth Management Services

Retirement Planning

Personalized Retirement Planning

At RELiANCE Investing, Inc., we simplify the retirement planning process. Call us today to schedule a personalized appointment to discuss your retirement plans.

Individual Planning

Retirement planning really isn’t that hard, but your plans need to be maintained and updated occasionally. When you’re young, simply having an idea of what you’d like to do when you retire may be enough. Although, when you’re young, your plans are more likely to change; it is even more so than the plans of a person much closer to retirement.

Nonetheless, it's important to get started early. The money you set aside today is exponentially more valuable than the money you save later in life.

Think about where you’d like to live, and how much that might cost. What are you going to do: golf, fish, travel, and how much will that cost? Will you be married, will you live together, or will you have more than one home? These are your biggest expenses and preparing for them now, even if those plans might change, is super important in the process.

There are 5 variables you need to account for in your retirement planning: At what age will you retire? How old will you be when you die? How much will you spend annually during that time? How much money do you have now? How much money will you need then? With that information, we will calculate a necessary rate of return and help you monitor your investments and make good investment decisions to help achieve your plan.

At RELiANCE Investing, we manage the rate of return. That’s not a guarantee that your necessary rate of return will be achieved, but we manage to your objective, not to a risk score on some silly questionnaire. That’s a tired old business model in the salesman’s advantage. It's like when you go to buy a car and they ask you a lot of questions designed to get you to an acceptable price for the car.

We’re not selling cars—we’re managing money with your objective in mind. If you need a 6-percent return to achieve your retirement goals, then that’s the way we’re going to manage your money. If you need a 10-percent rate of return to meet your objective, then we’re going to work hard to try and make that happen.

It’s not about us, it’s about you. It’s about your retirement. You’re the one that has to live with the results. We’re the ones with the education and experience to help you make good decisions. Get started today. Time’s a-wasting! Call us at (866) 694-401K.

Corporate or Group Retirement Planning

Education
Our advisors emphasize the management of fiduciary liability through high levels of employee education and employer-level consultation. The primary role of a 401(k) advisor is to assist plan trustees in ensuring fiduciary responsibilities are handled in accordance with guidelines set forth in the Employee Retirement Income Security Act and enforced by the Department of Labor, Department of the Treasury, Internal Revenue Service, and Pension Benefit Guaranty Corporation.

Funds Management
We work with third-parties that offer competitive investment products and service platforms to assist our clients with their retirement objectives while providing the trustees with confidence that their employees are being appropriately supported.

Our team recognizes that management of fiduciary responsibility, total fee transparency, and consistent advisor accessibility are critical factors in sustaining long-term client relationships, and we take pride in staying ahead of the industry standard for plan advisors.

Investment Management

Extensive Investment and Portfolio Management

Achieve your financial goals with personalized investment and portfolio management services from RELiANCE Investing, Inc.

Our investment management process begins by visiting with you to determine your objectives. Generally, an analysis is written in the form of an Investment Policy Statement that delineates the rate of returns to help achieve your objectives. From this analysis, recommendations are made that provide a positive coefficient of variation congruent with your existing investments.

Meet Your Financial Goals

We focus on your needs and are therefore impartial towards products and investment provides and very comfortable managing portfolios of individual securities. Our experience and education have afforded us exposure to providers with superior processes, and we're proud to share that information with you once your objectives are determined and an Investment Policy Statement has been developed. Our Portfolio Management team, administrative staff, client pipeline, and existing relationships make it easy for you to transition and meet your financial goals.

Effective Monitoring and Communication

Once the proper accounts are set up and funded, we encourage you to maintain regular communication with us and monitor your accounts frequently through Web access or account statements. These tools communicate to you how events in the markets and economy affect your important assets. It is imperative that you understand how and why changes occur in the value of your accounts.

When you have questions, we encourage you to contact us and learn.

Wealth Management

Extensive Investment and Portfolio Management

Achieve your financial goals with personalized investment and portfolio management services from RELiANCE Investing, Inc.

Our investment management process begins by visiting with you to determine your objectives. Generally, an analysis is written in the form of an Investment Policy Statement that delineates the rate of returns to help achieve your objectives. From this analysis, recommendations are made that provide a positive coefficient of variation congruent with your existing investments.

Meet Your Financial Goals

We focus on your needs and are therefore impartial towards products and investment provides and very comfortable managing portfolios of individual securities. Our experience and education have afforded us exposure to providers with superior processes and we're proud to share that information with you once your objectives are determined and an Investment Policy Statement has been developed. Our Portfolio Management team, administrative staff, client pipeline, and existing relationships make it easy for you to transition and meet your financial goals.

Effective Monitoring and Communication

Once the proper accounts are set up and funded, we encourage you to maintain regular communication with us and monitor your accounts frequently through Web access or account statements. These tools communicate to you how events in the markets and economy affect your important assets. It is imperative that you understand how and why changes occur in the value of your accounts.

When you have questions, we encourage you to contact us and learn.