Financial Planning For Individuals
RMR offers comprehensive Financial Planning, Estate and Retirement Planning, Portfolio Management and Review, Retirement Plan Consulting, and Tax and Estate Planning. These various planning and management specialties are designed to help you build, manage, preserve and transfer your wealth. We also provide special services for College Planning, and perform Insurance Analysis and Aggregated Account Reporting. We are experts at finding the right financial plan for an individual.
We have access to a wide array of appropriate products to meet all of our clients’ needs, and to help them reach their goals. These include:
Insurance, Health Insurance
*Individuals should consult their tax advisors before making tax related investment decisions, as RMR Wealth Builders, Inc., Calton & Associates, Inc. and its Registered Representatives do not offer tax advice.
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 strive to cultivate a long-term “culture of success” and enduring client relationships built upon our principles of: