Our Services

Who We Are

Who We Are

Our firm specializes in Asset Management, Financial Planning, Estate Planning, Insurance Protection, and Business Support Services.

No matter your professional background or familiarity with the world of finance—whether you are saving for yourself, your family or your business—our goal is always the same: to bring you the freedom, flexibility and peace of mind that comes with financial independence.

Our guiding philosophies are simple and transparent: We are fiduciaries, legally and ethically bound to always act in your best interest. We have a simple fee structure, determined by the amount of assets we manage on your behalf. And we are independent, free to offer products and services that best fit your individual circumstances.

Knowledge is power. At Rice Financial Consulting we push ourselves, through continuous and intense professional development, to stay up-to-speed on the latest industry trends, so that we can pass what we’ve learned on to you. It’s our job to coach you in the principles of investing, so that you can know exactly what your portfolio is doing and why.

Asset Management

A unique approach based on an economic model that analyzes three independent factors of risk and return

asset management
Financial Planning

Financial Planning

Preparing for life’s milestones.

Insurance Protection

Life, Disability and Long-Term Care Insurance.

insurance protection

Estate Planning

Estate Tax Planning, Charitable Giving, and Multi-Generational planning.

Business Support

Company retirement plans for you and your employees, deferred compensation, executive bonus, buy-sell, and buy-out funding, etc.