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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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.