Becoming A Client

Whether you're interested in planning for retirement, saving for your children's education or finding new ways to build your portfolio, Risk Management Planning & Insurance Services, Inc.has the expertise to help you meet your goals.

We understand that choosing a financial professional is a very important decision since it deals with your financial well-being. Because of this, we want to make sure that you understand and feel comfortable with your options prior to making a final decision. First, we like to understand and then evaluate your current financial/investment situation and objectives to identify areas where we can add value in helping you meet your objectives. Second, in order for you to gain a comfort level with us, and to make sure we've properly understood your objectives, we like to share with you our financial recommendations. These meetings are on a no-obligation basis and all information is treated confidentially. After you've seen what we think about your situation and how we can help you meet your goals, you are in a much better position to make an informed decision as to whether we are the best firm for you.

If you are interested in becoming a client of Risk Management Planning & Insurance Services, Inc., you can contact us by telephone, email, or you can fill out and submit the following online form.

We're looking forward to hearing from you.