wealth management formula

At RK we begin with a foundational question: “What’s best for our client?”
Everything we do is in service of that goal, so we continually evaluate our process and the strategic steps we take to answer that question. After 20+ years and hundreds of clients served, we’ve uncovered six key concerns that our clients bring up time and again.

Our Clients’ 6 Key Concerns
When Approaching Wealth Management

1.Preserving Assets

First and foremost, our clients want to be sure they can protect the wealth they’ve built.

2.Tax Mitigation

We work with clients to find ways to reduce taxable income.

3.Wealth Transfer

We coordinate with your legal counsel to ensure that you pass along your assets efficiently.

4.Wealth Protection

We coordinate an insurance plan with your insurers, and consider entity and trust planning.

5.Charitable Giving

Planned giving is important to our clients; we help you give back.

6.Full-Service Collaboration

We work together with your entire team of experts to tailor a plan to your unique position.

With these concerns in mind, we created a simple formula to explain how we develop your Wealth Management plan. Our primary goal from the start is to ensure we are keeping our client’s goals and concerns in mind when handling their plans.

Our Wealth Management Formula

How we create your plan
How we create your plan

Wealth Management

Life is full of transitions. We can help you navigate those changes so that your financial future can be smooth sailing.

Investment Planning

We align your highest priorities with your investment strategy to ensure wealth preservation.

Advanced Planning

Tax mitigation, wealth transfer, wealth protection and charitable giving require complex planning far beyond simply considering investments.

Relationship Management

You maintain relationships with all kinds of subject matter experts to guide you. We work closely with your entire team to develop a holistic plan uniquely tailored to your position.

Life is full of transitions. We can help you navigate those changes so that your financial future can be smooth sailing.

We align your highest priorities with your investment strategy to ensure wealth preservation.

Tax mitigation, wealth transfer, wealth protection and charitable giving require complex planning far beyond simply considering investments.

You maintain relationships with all kinds of subject matter experts to guide you. We work closely with your entire team to develop a holistic plan uniquely tailored to your position.

“What’s Your Why?” with Lytle Rather and Chris Kittrell

Lytle Rather and Chris Kittrell discuss the importance of financial planning.

Learn the Next Steps

We’re always ready to chat about how we can help you navigate life’s transitions and prepare for a future of financial freedom.

Our Process

Got questions?

We’re always ready to chat about how we can help you navigate life’s transitions and prepare for a future of financial freedom.

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