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Financial Planning: Helping You See the Big Picture
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
Our Corporate Mission
Reliance Financial Group, Inc. is a company that is committed to:
- Making positive contributions to the individuals we serve. Our company looks for long term relationships where we assist those individuals in the pursuit of opportunities that can result in financial security.
- Helping protect our clients from unforeseen contingencies. We assist individuals in achieving financial independence, and preserving wealth for future generations through proper planning.
- Understanding the needs of our clients. We then match those needs with appropriate tax saving and financial strategies while providing the necessary education. We will also work with our clients' advisors as needed. We strive to put our clients in situations where they are able to make proactive decisions rather than decisions by default.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.