Complete Planning

Saving You Time, Reducing Stress

Rita offers small business owners expert guidance in retirement plan compliance, administration, record-keeping and investment selection with the focus on lessening their fiduciary burden. "My goal is to free up their time, so they can concentrate on other business matters and regain time for their families," Rita says. That's why in addition to advising on full-service retirement plans, she also advises on investments, tax and estate planning.

To serve their best interests, Rita also provides: 

  • Financial Planning
  • Estate Planning
  • Wealth Management
  • Tax Planning
  • Asset Management
  • Profit Sharing Plans, Age-Weighted & Comparability Plans
  • Defined Benefit and 412(i) Plans
  • 401(k)s
  • IRAs: Traditional and Roth
  • IRA: Simple or SEP
  • 403(b)s
  • Managed Accounts
  • Stocks, Bonds, CD's
  • Mutual Funds
  • No-Load Mutual Funds
  • Wrap Accounts
  • Variable Annuities
  • Fixed Annuities
  • REITs
  • Benefit Plans for Small Business
  • Executive Deferred Compensation
  • Disability Insurance
  • Long Term Care Insurance
  • Fixed Life Insurance
  • Variable Life Insurance
  • Universal Life Insurance
Check the background of this investment professional on FINRA's BrokerCheck.