01. About Us

We are dedicated to providing investment management and strategic wealth planning that will assist you with your financial planning process.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the most suitable way to help create a financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 

Retirement Planning

Our Team

Blog

5 Damaging Myths About Money Talks & the Facts Behind Them

Eric Raasch |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Eric Raasch |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...

Why RK Wealth Management Exists

We believe that human emotions often cloud the judgment necessary to make positive, life changing decisions. When faced with multiple options outside of your comfort zone and level of skill or experience, objective analysis and action will become increasingly difficult. RK Wealth Management exists to empower our clients to take action through education and increased awareness.

Our multi-step planning process creates clarity, allowing our clients to confidently take the next steps towards their goals and objectives. Working together, we seek to simplify overwhelming and complex decisions, allowing us to create an executable action plan to help reach their desired retirement lifestyle.

 

A Well-Established Experienced Firm

RK Wealth Management has been serving the Business Owners and hard working Families of the Central Midwest by providing quality education, wealth planning and ongoing service. We see the need to protect incomes, livelihoods, retirement dreams and leave a legacy. Our organization helps Families, Businesses Owners and their Businesses navigate the complexities of financial strategies.

Our decades of experience and process have allowed our clients to prosper, not just survive. Our valued clients have flourished through extreme economic challenges and have been successful in good and uncertain markets.

Ways You Benefit by Working with Us

You’re busy, we understand that. Your personal and professional life will occupy most of your time, but you cannot ignore your financial life. With us, you’ll get your arms around your financial life. We’ll do this together by taking a detailed inventory of your resources and goals. You’ll get a clear picture of where you are and what you need to do in order to achieve your desired outcomes. You get answers to your questions and an education that will empower you to take control of your destiny. Together, we will show you the confidence level your plan has to completion and the effects that changes will have on this confidence level.

You’ll receive a customized plan that places you on the proper track to achieve your financial goals. That’s just the beginning of your journey. Your plan is reviewed and revised through a series of scheduled meetings to ensure your ability to adapt to changing economic conditions. Decisions on portfolio risk, Social Security timing, retirement dates and estate planning are just a few challenges we’ll overcome together. You’ll enjoy access to a team of professionals that work together and coordinate all aspects of your plan.

 

Experience The RK Wealth Difference

As an independent brokerage, our responsibility is to our clients, not any company. We place our clients first, allowing us to maintain our integrity at all times. We help you recognize potential risks that you may face in retirement. Our action plan meets these potential risks head on. Our comprehensive approach takes into account your retirement income sources, including pension, Social Security, and other sources of guaranteed lifetime income. As we work together, we will show you the probability of success your investment choices have on the completion of your plan. As life and investment returns change, we help you make the appropriate adjustments, as we work to give you the highest probability of success based on our planning process.

We focus on partnering with Business Owners, Professionals, Pre-Retirees and those in retirement. Our clients appreciate quality education and proper planning. Helping you grow your wealth is one thing, turning it into income the right way is another - we’ll be there to walk you to and through your retirement.

RK Wealth Management manages assets for individuals and families, providing investment management, and financial planning services.

Contact Us Today