Fee-Based Financial Planning

Another option is that RCB Financial Group will charge a flat rate to design a complete financial plan for
you - one simple price.  In this case, no other services will be required or provided.
We can also charge a flat rate to design a simplified plan for just one aspect of your financial life, such
as: retirement readiness, life insurance needs, Required Minimum Distribution calculations, “Monte
Carlo” simulations to analyze distribution strategies and/or portfolio risk analysis.