RIO Financial Planning is a Registered Investment Adviser dedicated to helping people reach their financial goals. Whether you’re just starting out or well on your way, we can help make sure that you’re taking the best steps to get to where you want to be.
What We Do
Retirement Planning
We can help you make educated decisions to prepare for retirement. These decisions include deciding how much to save, what type of account to use, understanding the plan your employer offers, choosing the right investments, and many more.
Portfolio and Asset Management
If you have some money to invest, we can help you decide how much is the right amount to invest. Additionally, we can construct a portfolio of various assets customized to help you meet your specific goals.
Financial Education
Some people feel like the financial world is written in a language they don’t understand. We can help explain complex financial concepts in language that anyone can understand.
General Financial Planning
If you need help making sense of your finances in general, we can help.
Budgeting and Cash Flow Planning
We can help you understand where your money goes each month, and how you can adjust your budget to better suit your goals.
College Planning
If you are thinking of saving money for your children’s education, we can help you find the right amount to save while remaining on track to meet the rest of your goals.
Debt Reduction and Management
If your goal is to get out of debt and stay out of debt, then your first step should be developing a plan. We can talk to you about the most efficient ways to pay off whatever debt you have, and we can help you develop strategies to stay out of debt once you get there.