Broker Check

Individuals 2

Services

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.

Products

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:

• Traditional Investments — Stocks, Bonds, ETFs, Mutual Funds, Options
• Alternative Investments — Managed Funds, Derivatives, Private
     Equity, etc.
• Investment Accounts — Asset Management Accounts, Separately Managed
     Accounts
• Retirement Plans — 401(k), 403(b), Taft-Hartley, Defined Benefit, Defined
     Contribution
• Brokerage Accounts
• Direct Mutual Funds
• Insurance — Annuities, Life Insurance, Long-Term Care Insurance, Disability
     Insurance, Health Insurance
• Savings Instruments — CDs, Money Market


*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.