Our unique, consultative approach begins with a thorough understanding of your goals as a plan sponsor. Whether it’s maximizing deferral amounts for the highly compensated or ensuring the plan is in compliance with ERISA, we understand the complexities of retirement plan administration and design.
We feel the best way for our clients to achieve their goals is to design, implement and monitor an investment plan based on their unique risk tolerance and investment goals. We believe that our clients' financial goals can only be funded by returns net of taxes and expenses, hence, we consider the management of these costs a prioriyy. We are passionate about monitoring, reporting and advising our clients on their entire portfolio, not just the investments under RWA’s direct control
You've worked so hard to save and live within your means. Now it is time to retire and we will be there to help you maximize your retirement income while minimizing your income taxes. We will help you determine your Required Minimum Distributions (RMDs) and work with your CPA to craft the most efficient distribution strategy based on your individual income needs and tax situations.
Fees are based on our evaluation of a client’s service and advice needs. Our investment account minimum is $500,000*, which can be several family investment accounts, with maximum asset management fees of 1% for comprehensive financIal services. We are not an ala carte firm so your fees will give you access to all of our services and our entire team.
*If your investable assets are less than $500,000 please contact us to discuss unique programs available to you!
As your company grows, so will your responsibilities. Having a collaborative team continually working with you enables you to control your wealth more effectively so you can focus on your business. RWA examines and helps business owners in Business Succession Planning, Employee Benefits Administration and Employee Compensation Arrangements.
Rainsberger Wealth Advisors
fee-only Registered investment advisor
Giving you peace of mind while we build your bigger financial future
Our retirement planning services will give you the confidence you desire to help you sleep well at night. Our comprehensive planning process will help you achieve clarity around your retirement goals and objectives. We will help you walk through complex topics such as social security, Medicare and estate planning. After you have achieved clarity we will work with you in designing suitable accumulation and distribution strategies to make your dreams become a reality.