Peoria Investment Advisory Firm

RBPIA offers personalized Portfolio Management by first gaining a thorough understanding of each client’s unique financial situation, goals, risk tolerance, and constraints. Unlike firms that rely on model portfolios, RBPIA customizes each investment plan, incorporating existing assets and tax considerations. Clients receive a written Investment Policy Statement, along with regular performance and tax reporting. Retirement Distribution Planning is designed for those nearing retirement, helping them project future expenses and model their financial sustainability through various scenarios. The process also evaluates estate and tax implications to optimize fund withdrawals and protect assets through proper designations and trusts.

Through Estate Planning, RBPIA ensures your financial strategies align with your lifelong values and relationships, often involving asset restructuring and the strategic use of trusts or charitable giving to reduce tax burdens. Their Comprehensive Financial Planning service creates an adaptable, all-encompassing financial strategy covering everything from insurance and education to tax and investment planning. Treated as a collaborative and evolving process, the plan is often built in modules and regularly reviewed to remain aligned with changing goals and life circumstances.