Financial Planning Services from RJR Financial Frim

Investment Management and Financial Planning Services

Investment and Asset Management

Tracking stocks electronically for clientsOur Investment Management Services follow time-tested methods of investing that optimize your portfolio to give you the maximum rate of return for your given level of risk. We can help you choose the right investment mix, asset allocation and risk level for your particular needs. Learn More

Financial Planning Services

Income Tax and Financial DocumentsOur goal with our Financial Planning Services is to help you build your wealth over the long term with consistent rates of return on your investments. Helping you plan for a secure future is our specialty. Get the investment advice you need from our experts. Learn More

Pension and Retirement Planning

Grandfather with grandchild in retirementTake advantage of our Retirement Planning Services to help you choose the right retirement vehicle for your lifestyle. There are many Retirement plans available today to choose from: SEP- IRA, Roth IRA, SIMPLE Plan, 401(k), Profit Sharing Plan, Defined Benefit Plan — and more. Let us help you plan for a secure future. Learn More

Life and Long-Term Insurance

Father with SonProtect your loved ones from unforeseen circumstances, medical expenses and plan for your future through the use of Life and Long-Term Care Insurance plans. We can help you in your planning with various affordable plans to meet your specific needs. Learn More

Income Tax Planning and Preparation

Income Tax and Financial DocumentsWith over 20 years experience in the field of Income Tax Preparation, we offer the best professional services in Orange County. We can asses your specific tax preparation needs and give you the lowest possible tax bill by finding all the credits and deductions you are entitled to! Learn More