No matter how near or far you are to retirement,  we help you create a plan to better understand how you’re saving and spending, and whether you’re on track to live the life in retirement you want. We take a consultative approach to aligning your retirement goals with a comprehensive retirement plan.

Among other things, we can help you prepare for tax season, capitalize on tax strategies for your business, and mitigate the amount of tax you owe for your investments. Get professional advice on tax planning strategies as part of your financial plan.

Helping you confidently pursue your goals and meet your financial objectives is our priority. At R. Sales & Associates Private Wealth Management, we employ a sophisticated investment selection process, disciplined strategy, and portfolio monitoring with tiered and negotiated pricing options available.

Did you know that wealth management solutions can help you create your legacy, focusing on preserving your wealth for those you care about and causes important to you? Our team will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them.

The advice you need to help you get the most out of your money today, while maximizing long-term wealth. Get help with cash management, mortgage planning and banking support with us on your team.

Were you aware that your financial advisor can also consult on insurance solutions? We can help protect you and your family from the unexpected in a tax-efficient manner. The benefit of discussing insurance with your advisor is that we’ll get you the right combination & amount of coverage for your lifestyle, and monitor your coverage as your life evolves.