RTI Services

Financial Planning for Individuals – Tax-wise college funding, retirement planning and options, tax-advantaged income, tax-deferred growth, major purchase scenarios, risk evaluation and liquidity needs

Financial Planning for Businesses – Qualified retirement plans, tax-advantaged executive benefits, health savings accounts with health coverage, liquid business accounts, buy/sell agreements and funding, succession planning and business valuation

Estate Planning – Estate valuations, gifting plans, charitable planning, tax strategies, considerations regarding wills, trusts and personal directives. (Mr. Hucks is not an attorney and does not draw legal documents, but RTI has relationships with a number of attorneys available upon request.)

Investment Management – Specializing in asset management by objective, portfolios with optimum risk/reward characteristics based on clients’ needs, mutual funds, variable annuities, individual stocks, corporate and municipal bonds and real estate investment including 1031 exchanges.