At Rafalko Advisors, we’re big-picture planners who keep an eye on the details. We are fee-only, independent financial advisors who have a fiduciary duty to act in our clients’ best interests. Our relationships with our clients, both companies and individuals, are about conversations, not transactions.
How we help each client is tailored to their specific needs. The list below highlights our services and we encourage you to contact us directly for a no cost conversation about how we may possibly help you, your family or your business reach financial and retirement plan goals.
Personal Wealth Management Services
- Financial Planning – We help individuals and families identify their goals, offer investment options, and make supporting investment decisions.
- Investment Management – Already have your goals identified? We can help with investment selection and monitoring to reach your goals.
- Comprehensive Wealth Management – Let our 80 plus years of combined experience help you put your full financial world in alignment. In addition to creating a plan and managing / monitoring your investments, we can provide guidance on estate planning, retirement planning, liability planning and other financial needs.
Corporate Retirement Plan Services
- Retirement Plan Consulting – Plan sponsors can reduce their liabilities by using our industry expertise to improve their plans, reduce costs, and achieve their 401k plan participant goals.
- Retirement Plan Investment Management – We provide investment selection and monitoring, assuming investment fiduciary responsibility for you.