The partners and the team at RMR Wealth Builders are glad you are here — and we invite you to stay a while. We’d like you to know our family better, understand our philosophy, our principles and our passions. You will discover that creating a lifetime of memories and enduring client relationships is one of our passions as well as our mission.
Our Mission Statement
RMR Wealth Builders, a well established independent financial organization, focuses on creating investments and wealth management solutions for individuals and families, charities, foundations, pension plans and businesses. We have a longterm “culture of success” and enduring client relationships built upon our principles of:
Integrity • Honesty • Diligence • Service • Responsibility • Accountability • Values • Ethics
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What can be learned from the savings rate?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold, and its history, may help you answer that question.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.