RJL Wealth Management's team of advisors can provide clients with:

• Education planning
• Charitable giving
• Tax planning
• Wealth transfer planning
• Retirement planning

For Business Owners Retirement Plan design and oversight Succession Planning Investment Management	For High Net Worth Individuals Access to Institutional Investment Solutions Alternative Investments Concentrated Stock/Employer Stock Strategies Private Client Portfolios Tax Strategies	For Plan Sponsors Defined Contribution Plans Employee Education in the Workplace

Comprehensive Retirement Solutions

RJL Wealth Management offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the extensive tenure of the firm's wealth managers, many of whom have experience in the areas of Financial Planning, Asset Management, Investment Brokerage and Insurance.

Each client is assigned a Wealth Manager who works closely with RJLWM's support staff and specialists in the areas of Tax, Estate and Insurance. This team approach supports our wealth managers in designing sophisticated financial strategies utilizing Ray Lucia's Buckets of Money® retirement approach.

RJL Wealth Management works with management consultants, attorneys and CPAs to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded client experiece.

History & Experience

• Independent Financial Advisors
• Office locations nationwide
• RJLWM's predecessor company named as “One of theTop100 Independent Financial Planning Firms in America” by Registered Rep magazine (2008)
• Registered representatives of First Allied Securities, Inc.