Broker Check


RSL Wealth Management offers a range of wealth management, retirement plan, financial planning and employee benefit advisory services.

Wealth Management

  • Customized fee-based portfolio design
  • Access to institutional money management
  • Trust Services

Retirement Plans

  • 401k and 403b deferral plans
  • Defined benefit plans
  • Non-qualified and qualified deferred compensation
  • On-going employee education

Financial Planning

  • Fee-based financial plan construction
  • Customized personal and secure website
  • Account aggregation
  • Personal storage vault

Employee Benefits

  • Voluntary worksite term insurance
  • Voluntary Disability insurance
  • Voluntary permanent whole life insurance