We work with professionals, small business owners, executives, technology innovators and other individuals and families who want to enjoy the freedom, flexibility and calm that come with financial independence. Wherever our clients are on their financial path is where we begin our work together. Rice Financial Consulting, Inc. provides individualized, personal attention to each and every client.
We want our clients to fully understand their financial situation. We help them learn about the options available and coach them through the decision-making process. They learn about which financial strategies to pursue that are appropriate for their unique goals and values. Our own professional development is intense and continuous, with continuing education devoted to learning the latest information in the industry.
We emphasize full disclosure of both the explicit and implicit costs of investing. All aspects of a portfolio will be clearly reported so that our clients are comfortable and confident about their investments. Our clients have the confidence that comes with knowing how their portfolio performs against established benchmarks.
We learn who our clients are and what they are trying to accomplish. They are never just account numbers at Rice Financial Consulting, Inc. Our clients are people we know and care about. We are very proud that almost all of our new clients are introduced to us as a referral from an existing client. That level of trust means everything to us.
Asset Management – a unique approach based on an economic model that analyzes three independent factors of risk and return
Financial Planning – preparing for life’s milestones (growing family, home purchase, college funding, retirement, etc.)
Insurance Protection – life, disability, long-term care
Estate Planning – estate taxes, charitable donations, multi-generational strategies
Business Support – company retirement plans for you and your employees, deferred compensation, executive bonus, buy-sell and buy-out funding, etc.