Partners in Planning

Planning your finances can be a frustrating and confusing process. Many tend to avoid financial planning because they may not know where to begin. At RLB Wealth Planning, Inc., our mission is to help clients find their way through the maze of financial opportunities and pitfalls by providing them with three key tools: 

1. A clear understanding of their financial goals

2. A well-defined roadmap for achieving those goals

3. Ongoing advice to help adjust their roadmap when their needs change

As a Certified Financial Planner(tm) and CPA, Rich Bergen has the experience neccesary to give you the personal one-one advice needed.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short-and long-term objectives

Please contact us today to arrange a free consultation or for more information about RLB Wealth Planning, Inc.



Securities offered through Registered Representatives of Cadaret Grant & Co., Inc., Member FINRA/SIPC.

RLB Wealth PLanning, Inc., and Cadaret, Grant are separate entities