RETIRING

Liberty Partners

Retirement Plan Solutions

We recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a business competitive.

As a full service brokerage firm with access to a wide variety of non- proprietary retirement products, RBC is positioned to implement a retirement plan solution that helps to meet your company’s needs and objectives.

 

The process

 

Our experienced retirement consulting team assists in finding the right retirement solution for your company. These professionals know plan design options, service vendors, and the latest products.

As a team, we work with you during each stage of the retirement plan process. We will:

  • Assist you in examining your company’s retirement plan needs, goals, and expectations. Research the retirement plan marketplace to find a retirement solution that is right for your company
  • Guide you through each step of the implementation process
  • Provide an on-going service process to help make sure your plan runs efficiently and effectively

 

Components of our service process include:

• Assistance with a written Investment Policy Statement

• Assist with investment reviews

• Analyzing asset allocation with you

• Delivering on-going customized education

• Advising individual employees on request

Our financial advisors are a critical part of the service process providing employee investment education and service. They are your primary contact for taking advantage of the benefits provided by our wealth management process.

Trust and Estate News

Estate And Trust Planning Opportunity – The 65 Day Rule - Tax - United States  Mondaq News Alerts

It is not is too late to plan for 2018. United States Tax Dickinson Wright PLLC 22 Feb 2019.

Riches relocating: Houston Trust Co. CEO manages wealth during an office move  Houston Business Journal

If Houston Trust Co. had an official mantra, it would be 'Stay The Course.' The company isn't concerned with making flashy private equity investments in ...

Bonnet House management seized by Florida Trust for Historic Preservation  Sun Sentinel

The Florida Trust for Historic Preservation is taking over management of the historic Bonnet House, ousting the nonprofit that has operated the beachfront estate ...

Sheppard Mullin Adds Leading Trusts & Estates Litigation Team in Silicon Valley  Business Wire

Sheppard, Mullin, Richter & Hampton LLP is pleased to announce that a three-attorney litigation team has joined the firm's Private Wealth and Fidu.

Trust fund established to benefit auditorium at Miller Performing Arts Center  Jefferson City News Tribune

The auditorium at the Etta and Joseph Miller Performing Arts Center was named Thursday after the late David R. Goller — an attorney who, in death, will give ...

Trust, Estate, Probate Law Firm RMO LLP Expands Into San Diego  PRNewswire

SAN DIEGO, Feb. 5, 2019 /PRNewswire/ -- Southern California-based law firm RMO LLP has further expanded its geographic footprint while continuing to ...

CAPITAL MARKETS

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INVESTMENTS

Core Satellite Allocation

Core Satellite Allocation

You may find that a particular investment philosophy can work well over time — and yet, during periods of market turmoil, you might be able to take advantage of opportunities by following an approach that complements — but doesn’t replace — your tried-and-true strategy.

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TRUSTS

Charitable Giving

Charitable Giving

Support a worthy cause while lowering your tax bill —
a win-win situation

Charitable giving is a powerful financial tool. It provides double satisfaction — by helping a worthy cause, and possibly lowering your tax bill.

Perhaps you want to support your favorite charity, create a new program
to address a specific concern in your community, or capitalize on the business advantages and social connections often associated with philanthropic endeavors. Whatever your personal goals, charitable giving can help you achieve them. In fact, charitable giving strategies often provide solutions unavailable through traditional estate planning techniques.

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RETIREMENT PLANS

Retirement Planning Process

Retirement Planning Process

We believe managing your wealth to produce an income during retirement is fundamentally different from managing your wealth while accumulating assets for retirement. This is why we have developed a clear and disciplined process to efficiently manage those distributions for a long and prosperous retirement.

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