RTS Financial Services

Services Offered

• Comprehensive Financial Planning
• Retirement Planning
• Investment Management
• Wealth Preservation Strategies
• Tax Planning

Cost Range

The cost for financial planning services can vary depending on the complexity of your financial situation and the level of service required. Clients can expect initial consultation fees to range from $100 to $300, with ongoing services billed either as a flat fee, hourly rate, or as a percentage of assets under management, typically ranging from 0.5% to 1.5% annually.

Local Tips

Fishers, IN, is a vibrant community with a mix of suburban charm and modern amenities. For clients visiting RTS Financial Services, consider exploring the local dining options at Fishers District or taking a stroll through the scenic Ritchey Woods Nature Preserve. The area is known for its family-friendly atmosphere and strong community spirit.

FAQs

What should I bring to the first consultation?

Bring any relevant financial documents, such as bank statements, investment portfolios, recent tax returns, and a list of your financial goals and concerns.

How often should I meet with my financial planner?

It's recommended to meet at least annually to review your financial plan and make adjustments, but more frequent meetings may be beneficial if you experience significant life changes.

Is RTS Financial Services a fiduciary?

Yes, RTS Financial Services operates as a fiduciary, meaning they are legally obligated to act in their clients' best interests at all times.