We here at RKL Financial have noted over the years that our clients are asking more and more for us to review their investments (RRSP’s, 401K's, IRA's, Stocks, Bonds, Mutual Funds, etc.). At the request of Dave Ramsey we are not licensed to sell you any of these products or provide advice on these types of investments. Even with this requirement from Dave Ramsey we still want to provide the best possible service to our clients when it comes to investing. We have also realized that our clients love the fact that they know that we will not attempt to sell them any life insurance or investments during our appointments. We work on a fee per appointment basis.
With the spirit of a fee per appointment (therefore not selling you any financial products) we have partnered with our Endorsed Providers (EP's) for Investing to provide you with Portfolio Reviews on a per fee basis. This means that you can see the best Financial Advisors and not be worried about what they are going to try to sell you. They will give you an honest opinion of your investments without any pressure to buy anything additional!
Portfolio Review & Analysis
- Portfolio reviews will be performed by Licensed Agents in Ontario and NY under our EP program. Agents MAY be (and most cases are) the same as for new product implementation.
- RKL will facilitate the entire process through introduction and process monitoring. A satisfaction survey is completed by the client upon the delivery of the review, and we will offer a satisfaction guarantee for the service provided.
- This service should be used for people with assets of at least $100,000.00. Costs are $350.00 for portfolios up to $499,000.00 and $500.00 for assets in excess of $500,000.00.
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