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9150 South Hills Boulevard
Families that have amassed wealth and multiple generations of beneficiaries have unique investment needs. From charitable giving, financial education and estate planning to inheritance and tax planning, we create individualized plans for your family.
Building a successful business is a legacy that needs to be handled with care. We are experts at the specific requirements business owners have, such as business transfer, liquidity events, income replacement needs, and employee retirement plans.
The dedication and care you’ve taken to grow your career should not go unnoticed. We can help you maximize and preserve your wealth with our complementary divisions and investment strategies.
You may have heard the term “Choose the right financial plan”. While this is a mainstream approach to investing, we live by a slightly different motto; “Building the right financial plan for you.”
We take an individualized approach to craft a tailored plan specific to your needs and goals. We can help guide you through the financial changes that may arise in life as well as review your plan at every life stage. We develop a comprehensive plan that will address all relevant issues at once, working alongside you every step of the way.
Analysis & Discovery
Strategy & Goals
Risk & Style Assessment
“Uses of Money” Documented
Target Asset Allocation Determined
Document Review & Guidance*
Asset Titling & Estate Tax Planning*
Lifetime Giving Strategies
Cash Flow Needs Analysis
Financial Planning & Budgeting
Mortgage & Liability Analysis
Healthcare & Long Term Care
Social Security & Medicare
Policy Audit & Review
Life Insurance Analysis & Placement
Asset & Estate Protection Strategies
Disability & Income Protection
Long Term Protection
Individual and Group Insurance Plans (Health, Life & Accident)
Health Insurance and Medicare Plans
Assisting Aging Parents
Retirement Plan Analysis
Roth IRA Conversion Analysis
*Services provided by a neutral third-party attorney
**Services provided by a neutral third-party tax professional
Royal Alliance Associates, Inc. and its representatives do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.