rawealth.com
Individual Education Planning, Wealth Management, Bangor, Maine – RA Wealth Management
http://www.rawealth.com/individual-wealth-management/education-planning.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Investing in your child or grandchild’s education can be a rewarding and fulfilling accomplishment. In addition to the traditional methods of saving for college, there are now state sponsored college savings programs (529 Plans) and Coverdell education savings accounts available. We can help navigate the options and choose a solution that best suits your needs. What is a 529 Plan.
rawealth.com
Business Retirement Planning, Plan Selection and Implementation, Maine – RA Wealth Management
http://www.rawealth.com/business-services/retirement-plan-selection-and-implementation.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Retirement Plan Selection and Implementation. We have the experience to guide you through the entire process. We will not simply make a recommendation and send you off on your own to carry it out. Our unique advantage as CPA financial advisors is that we possess knowledge and experience to accomplish the entire project under one roof. Contact Us and Schedule Today. Securities offe...
rawealth.com
Individual Risk Management, Wealth Management, Bangor, Maine – RA Wealth Management
http://www.rawealth.com/individual-wealth-management/risk-management.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Once you have been successful in building wealth, it becomes extremely important to give consideration to the way in which you can now preserve it. There are many risks that can threaten your accumulated wealth such as divorce, disability, accidents, and lawsuits. We can help identify such risks and work with you to find ways to minimize the impact of such risks. Securities offere...
rawealth.com
Individual Retirement Planning, Funding Retirement, Bangor, Maine – RA Wealth Management
http://www.rawealth.com/individual-wealth-management/retirement-planning.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Financial security and the freedom to enjoy life after our working years is a goal that many have in common. What many do not share in common is the sufficient planning and attention necessary to achieve the goals. As your advisor, our role is to be sure that we ask the important questions, and work together to formulate a strategy to achieve your dreams. Do you fund IRA accounts?
rawealth.com
RA Wealth Management, Certified Public Accountants, CPA, Bangor, Maine
http://www.rawealth.com/about-us.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Jason also holds his Series 7, 66, and Life, Health, and Variable Contract insurance licenses. Jason resides in Bangor with his wife Kelli and daughters Jasmine and Gabrielle. Jason's interests include golf, skiing, and watching his daughters play soccer. Retirement Plan Selection and Implementation. Securities offered through 1st Global Capital Corp., Member FINRA.
rawealth.com
Individual Investment Planning, Wealth Management, Bangor, Maine – RA Wealth Management
http://www.rawealth.com/individual-wealth-management/investment-planning.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. The success of long-term wealth accumulation revolves heavily around a comprehensive investment program. We understand that you may not have the time or expertise to deal with the time consuming and tedious process of formulating an investment program. This is where we can help. We offer a complimentary, no obligation exploratory meeting. The 30 minute appointment will enable ...
rawealth.com
Customizing Wealth Management, Individuals, Businesses, Bangor, Maine – RA Wealth Management
http://www.rawealth.com/index.php
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Tax optimized wealth management. Contact Us To Get Started. Our goal is to help clients live their dreams by providing tax optimized wealth management. Solutions allowing them to achieve financial peace of mind and the ability to keep promises made to spouses, children, charitable interests, and themselves. Start with a plan to achieve your goals.
rawealth.com
Business Continuation Planning and Implementation, Bangor, Maine – RA Wealth Management
http://www.rawealth.com/business-services/business-continuation-planning.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. In small closely held businesses, consideration should be given to how the business would function if something were to happen to the owners and key employees of the company. We can assist with addressing these issues and properly funding a plan to protect your long-term security. Do I Really Need This. Who will pay the bills? What about my income and interest in the business?
rawealth.com
Individual Estate Planning, Wealth Management, Bangor, Maine– RA Wealth Management
http://www.rawealth.com/individual-wealth-management/estate-planning.html
Roy and Associates - Certified Public Accountants. Check us out on BrokerCheck. Retirement Plan Selection and Implementation. Estate planning is a process in which people organize their affairs allowing those they leave behind to benefit from their wisdom as well as reduce the burden of dealing with administrative matters. Do I Need It. Caring for the needs of your family beyond your lifetime can be accomplished with proper planning. Without it, many decisions will be made for you. How We Can Help. We of...
SOCIAL ENGAGEMENT