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Personal Financial Services 

Plan, Build & Protect

Planning Your Financial Future

Your personalized Financial Plan translates your complex financial picture into an understandable framework to help you visualize how you will provide for your future needs and achieve your financial goals.

All of our work is reviewed by our CERTIFIED FINANCIAL PLANNER® Professionals and provides an objective, concise, and relateable written plan for you to follow. We offer personal financial services at our offices in NJ, AZ, FL, NYC & CT. 

Start Your Plan
Fortify your financial future with a fully
comprehensive plan from our team

The Keys to a Successful Financial Plan

Your Financial Plan is prepared by a CERTIFIED FINANCIAL PLANNER® Professional. Experience & expertise matter in designing a Plan.

The advice you receive is objective, free of conflict, and in your best interest. As Fiduciaries, we are held to a higher standard. A plan is not about selecting products, it is about defining strategies.

The implementation of your plan is the most important step. Our advisors are here to help you every step of the way, but you are also free to use the plan on your own.

Build & Grow Your Portfolio

RMR’s flagship investment program, Generations, is designed to help your portfolio Build & Grow to meet your goals.

Our Investment Managers oversee the selection of your investments and your account is automatically rebalanced to keep your account on track.

Your advisor will review your account with you and discuss the reasoning for our periodic investment changes. Online and mobile access is also available for you to track your portfolio’s performance on-demand.

Start Building Your Porfolio Today!

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$2,500 - $24,999

Generations Core Strategy

Our core strategy uses low-cost, passive index funds to access exposure to the broader markets, while closely tracking benchmark style and sector weights. Accounts at these lower levels will tend to have higher allocations to equity in hopes that they can grow to…


Generations Wealth Strategy

Our wealth building strategy employing both passive and active funds. Low-cost index funds are also at the heart of this strategy, but some active management will be used in the form of a few actively-managed funds, as well as over and underweighting relative to its benchmark in certain styles and sectors.


Generations Growth Strategy

A supplemental strategy to Generations Wealth, comprised of individual equities (mostly common stocks), for those at higher account levels. This strategy is managed with a tilt toward the Large Growth style and Technology sector, given the firm’s favorable insight and research on technology companies.

SMAs Available

For investors interested in Separately Managed Accounts by other selected Third-Party Managers are subject to their asset limits. For clients with very large amounts of wealth, third-party investment managers may be used outside of our Generations Strategies to further expand the team of specialists managing your money and to provide enhanced diversification benefits.


Capital Preservation

(Target: 0-15% Equity)


(Target: 15-30% Equity)

Conservative Growth

(Target: 30-45% Equity)


(Target: 45-55% Equity)


(Target: 55-65% Equity)

Moderate Growth

(Target: 65-80% Equity)


(Target: 80-95% Equity)


(Target: 95-100% Equity)


It is important to have a strategy to safeguard and secure the future for you and your loved ones.

A well-thought out Risk Management Plan envisions the unexpected and ensures that you have what you need when it matters most. A thoughtful plan assesses how to pay outstanding debts, funeral expenses, estate taxes, care expenses, lost wages, educational costs, and more.

There are multiple approaches to determining the proper coverage levels and the products to fill them.

Our Advisors will walk you through the process, make sure your questions are answered and ensure that you are confident in your plan.


Term Life

Universal Life

Whole Life

Variable Life

Disability Income

Long Term Care

For more information on Personal Financial Solutions, please fill out the form below