Rob Rice

Background

About Rob Rice

Our team, Rice and Associates, help clients in different stages of their lives. Some examples would be the following:•Contemplating RetirementThese people will benefit from a financial strategy that will identify their likelihood of having enough money through retirement to meet their needs and goals. They may benefit from an in-service distribution from their 401(k) or focused review at the time of their retirement.•Going Through a DivorceThis individual, particularly if he/she is financially unsophisticated, may be uncertain of their financial future. They would clearly benefit from both a financial strategy as well as a deeper analysis of the marital assets than a divorce attorney would normally conduct, particularly before they agree to a settlement. •Recently WidowedIf this is an individual who has not handled the family finances, typically he or she will need to be reassured that they are on firm financial ground, and a financial strategy can help guide their present and future decision-making process. They can also find value in a trusted financial advisor.•Selling a BusinessAnyone who experiences a significant liquidity event may face challenges in identifying an appropriate asset allocation based on their goals, risk tolerance and time horizon. They might also need assistance in navigating a new tax structure and planning for personal expenses that may no longer be provided by their business.•Relocating To a New AreaWe have found that our clients enjoy the face-to-face interaction and in person meetings with our team. When managing portfolios we spend a lot of time on what investments our clients own, and why they own them. We can create a customized financial strategy and review it annually to measure progress and update your likelihood of success toward meeting your goals.•Receiving an InheritanceAn individual receiving a significant inheritance may not be financially sophisticated and would need advice and counsel on structuring their newfound wealth. They may also need an estate plan to address potential tax situations. These are a few of the many ways we can act as a trusted resource to help you navigate your financial journey and your life. We look forward to the opportunity to speak with you to see how we can help your family and you.