We’re not old school “brokers” that pick the hot stock of the day and pitch it to all of our clients. Our disciplined process allows us to determine our client’s goals, develop a quality plan designed to help achieve those financial goals and provide guidance along the way.
We have available a wide array of accounts and investment options. Based on a series of conversations with our clients, we help determine appropriate accounts and investments that fit their unique needs.
No matter how great a plan we develop for our clients, life has a way of throwing us curve balls. Through proper risk management, we help our clients prepare for the unexpected.
During turbulent times, gain confidence in your financial future through our process-driven planning.
RJM Financial Group uses a balanced approach to assess our clients’ needs and to develop a well-managed portfolio that addresses each of their financial goals. We help our clients grow their wealth by allocating their resources to appropriate investment options and accounts, while working to minimize risk. We develop a partnership and continue to work with our clients as we implement the plan set for them. Our success is based on our client’s success.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. RJM Financial, Elite Financial and NPC are separate and unrelated companies.