Our Process
If you’ve never worked with a Financial Advisor before and aren’t familiar with how it works, take a look at our 5 step process below.
- We will fill out our Fact Finder together to gain an understanding of your current financial picture.
- We analyze what your upcoming needs are. This could be retirement planning, retirement funding, college funding for your children, life insurance, or tax planning to name of a few.
- We review the results of your Fact Finder and what your current needs are and begin looking for solutions. Through Cambridge Investment Research, RMB Financial Services has access to a universe of solutions that could work for you.
- RMB Financial Services finds the best solution for the client. We don’t work for a specific product or company, we work for you to find the best solution that is available.
- Once your plan is put into motion, we review and communicate with you at least annually. At any time, you will have online access to view your portfolio.