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RGTFS offers a comprehensive program
for the same price many of the larger firms charge for
asset allocation and money management programs. In
addition, RGTFS offers personalized service. If you
have a problem you can call anytime and receive a
response within one hour. Each client is an individual
with unique problems. If you work with one of the
larger firms, you are just a number competing with
thousands of other clients.
Bob Grodd JD, CFP is the Founder and
Principal of RGTFS. Bob began his career in 1967 as a
business instructor at Strayer University in
Baltimore, Maryland. In 1970 Bob started providing tax
and financial advice to large corporations such as
Doubleday, Hertz, Milliken, Grolier, Time, Western
Union International, INCO and Carter-Wallace. In 1988
Bob established RGTFS and started providing tax and
financial advice to individuals and small businesses.
Bob received his Juris Doctor degree from the
University of Baltimore and a BA in
Business/Accounting from Franklin Pierce College in
Rindge, NH and holds a Certified Financial Planner
designation from the College for Financial Planning.
Bob is a member of the American Bar Association and
the Financial Planning Association. Bob is also a
frequent speaker on such topics as the financial and
emotional problems associated with starting a new
business and the tax problems faced by the small
business owner.
In addition, Bob is a network
advisor and writes a bi-weekly column for http://tailwind.com |
Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk
tolerance. We then recommend an asset allocation strategy.
Once agreed, we implement and then monitor a portfolio
strategy.
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