We believe that everyone needs a sound financial plan that will provide peace of mind. Your financial independence is our business.
At RB Financial Advisors, we will help identify your goals and develop a realistic financial plan tailored to your individual needs that will help you meet these goals now and well into the future.
We pride ourselves on our diverse financial experience and responsive service. From retirement planning to insurance needs to college funding, we're committed to helping you meet your current and long-term financial objectives. Together we can implement financial planning tools to help you meet these objectives.
Visit our Learning Center for articles, newsletters and E-seminars on a wide array of financial planning topics.
We invite you to request a quote or contact us for more information.
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?