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R&R PLANNING GROUP LTD Personalized, Professional, Investment Services |
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We create individual portfolios for new clients, to meet their individual goals of balancing their desire for growth versus their tolerance for risk. We have designed our product in a unique way that we feel makes sense to the customer, we have placed accountability directly on the advisor to perform. Unlike the basic advisory account where the customer is charged a fee no matter what the outcome, we designed our product putting
the customer's interests first. we begin as advisor to the account we will not charge any advisory fees to the account until it is! 2) If the client is dissatisfied with the account for any reason they may terminate the advisory agreement anytime by written notice to the advisor. 3) Should you have any questions at all you can call the advisor
directly. For accounts with 150k and above we will select individual stocks. ** For accounts up to 149k we will select no load funds and review on an annual or biannual basis depending on the customer. The customer will be charged for the reviews, there is no monthly fee involved.
** ** At the clients request the firm can substitute either program. |
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R & R PLANNING GROUP LTD |