Our Services

RLM Financial Services is an independent financial services firm created to help you assess your financial condition, plan for the future, and help preserve your assets. We specialize in helping individual investors and businesses work toward achieving long-term financial goals. Our firm is dedicated to providing superior, personalized service and building strong relationships to help our clients feel confident and comfortable with their financial situations.

In an uncertain world, we approach investing in a systematic and consistent manner. We strive to do business in a way that reflects patience, consistency and predictability for our clients.

Our Financial Advisors can provide multi-generational investment services to high net worth individuals, families and businesses. We also bring a solid investment approach to pension, profit-sharing and 401(k) plans.

  • Retirement Strategies
  • College Savings & Strategies
  • Stocks, Bonds & Mutual Funds
  • Tax Advantage Plans
  • IRA's
  • Roth IRA's
  • 401K's
  • 403B's
  • 457's
  • PSP's
  • Annuities
  • Life Insurance
  • Long term care Insurance
  • Health Insurance
  • Medicare Advantage Plans
  • If you have any questions regarding these services or any other services that you do not see listed, please feel free to contact us.