Broker Check
How do you envision retirement? Isn’t NOW the time to take control of your finances? Are your investments in sync with your goals? What’s the right time to collect Social Security?

Our Firm

Since 2005, RLB Wealth Planning has been on a mission to be the “go-to” retirement-related resource to individuals and families.

Meet Our Team

Our Services

RLB Wealth Planning offers a comprehensive suite of financial services that will help you better prepare for, and enjoy, retirement.

Learn more

Our Approach

We incorporate all aspects of our clients’ financial lives. Understanding the “big picture” is key to designing a plan for the future.

Learn more

Our Professionals

Consisting of CFP® and accounting professionals, the RLB Wealth Planning team has the insight, experience and know-how to guide you through the complexities of retirement planning. Our dedication and passion is evident in each plan creation and implementation, our ongoing attention to detail, as well as our many long-lasting client relationships.

Meet Our Team

Why We're Different

When you make the decision to partner with our firm, you can expect authentic advice and guidance. Determined to make a positive difference in the lives of our clients, we seek to go above and beyond to deliver services that are effective, empathetic, and objective. You only get one chance at retirement - so why not make it successful?

Schedule a Consultation

Our Resources

Regardless of where you are in life, or what questions you have when it comes to securing your financial future, you can rely on our professional services. Explore all areas of retirement planning, including information regarding benefits and insurance.

View Resources

Tell Us How We Can Help You Today

Thank you! Oops!