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RKL Financial provides personalized financial coaching and consulting, using time-tested financial principles, for the purpose of empowering people to live in true financial freedom.
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We offer:
- Dave Ramsey endorsed and approved Certified Financial Counseling for individuals, businesses, churches and other not-for-profit organizations.
- Personal Coaching focused on Debt & Crisis situations, Staying Debt Free, Pre-Marital, Wealth Building and maintaining Wealth.
- Business Consulting with a focus on process improvement & implementation, operational improvements, start-up & turn-around, profitability and performance reviews, increasing your prospects, increasing your conversion rates, overall business development, and strategic planning / forecasting. We also offer accounting and bookkeeping for small and medium size businesses.
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Services with local offices in Western New York (WNY) (Buffalo and the surrounding suburbs), Upstate New York (Rochester and the surrounding suburbs), Southern Ontario, and the Greater Toronto Area.
- An emphasis on helping you understanding money, budgeting, debt reduction, investing, saving & financial planning for life, to help you or your business achieve and exceed your goals!
The road toward financial freedom may be long and winding, but we promise to walk alongside you each step of the way!
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Tax Preparation:
We have been preparing tax returns for our U.S. financial counseling/coaching clients for many years. For 2010 we have decided to open our tax preparation services to the public. We prepare 1040's (individuals), 1120's (corporations), 1120S's (Sub-S corporations), and 1065's (partnerships). Our goal is to provide quality tax prep at the lowest cost possible for our clients. We are introducing our 10% guarantee. We guarantee that we will beat any tax prep fees by 10% and provide you with better customer service than any of our competitors! We will begin preparing tax returns starting Monday January 11th, 2009. Appointments can be scheduled starting January 1st, 2010 by calling 877-58-PEACE (73223) ext. #1.
Financial Peace University Winter 2010 - Here is where you can find RKL Financial and our counselors this winter:
Start Date: Monday February 15th (every Monday for 13 weeks)
Time: 7 pm - 8:30pm
Cost: $100.00 per household
Coordinated by: Ryan Loos, Dave Ramsey Certified Financial Counselor
Host: Clarence Church of Christ Church
Location: 5375 Old Goodrich Rd., Clarence, NY 14031
Start Date: Wednesday February 10th (every Wednesday for 13 weeks)
Time: 6:30pm - 8:00pm
Cost: $100.00 per household
Coordinated by: Ryan Loos, Dave Ramsey Certified Financial Counselor
Host: Wesleyan Church of Hamburg
Location: 4999 McKinley Parkway, Hamburg, NY 14075
Start Date: Monday February 22nd (every Monday for 13 weeks)
Time: 7 pm - 8:30pm
Cost: $125.00 (CAD) per household
Coordinated by: Shaun Somers, Dave Ramsey Certified Financial Counselor
Host: Welland Brethren in Christ Church
Location: 50 Lincoln Street W Welland, ON L3C 5J1
For more details or questions on FPU call 877-58-PEACE or Email FPU@RKLFinancial.com.
See what others are saying about us! Testimonials
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