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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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?