Overview

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