Family Financial Management:

The RSSIC financial advisor team acts as financial quarterbacks counseling you on your: mortgage needs, funding a new house, forming an estate plan, financing higher education, and/or referring you to the appropriate legal, mortgage, and estate counsel.

Services done in house:
• Portfolio Management
• Financial Planning
• Risk Analysis
• Socially Responsible Investing
• Tax Management
• Investment Counseling

Services we refer:
• Trust document preparation
• Tax return preparation
• Insurance sales