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Browse Our FAQs
We get it—questions come with the territory. That’s why we’ve gathered answers to the most common ones right here. Take a look, and if you still need help, don’t hesitate to reach out!
What services does RPM Financial Group LLC offer?
We offer a variety of services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Who is RPM Financial Group LLC best suited for?
RPM Financial Group LLC is a financial advisory firm that provides comprehensive wealth management services to business owners and professionals in the Gov-Con space. We also work with federal employees in the DC metro area. We also are a 100% virtual firm for the convenience of our clients we serve across the country.
What is RPM Financial Group LLC's investment philosophy?
RPM Financial Group LLC's investment philosophy is based on the following principles:
- Long-term investing: We believe that investing for the long term is the best way to achieve financial goals.
- Asset location: Why is most of your money invested in your 401(k)? You need to have your money in different asset buckets such as tax-free, taxable as well as tax-deferred vehicles.
- Tax Planning: We specialize in finding ways in saving your hard earned money. By using certain tax savings strategies such as tax-loss harvesting, Roth conversions, etc. our objective is for you to keep more of what you earn.
- Diversification: If you have your money mostly invested in one area, you leave yourself open to individual security or market risk. That has potentially devastating repercussions. We try and minimize your risk while trying to grow your money
- Protect Yourself and Family: We believe, in many cases, transferring certain risks is critical to preserving your wealth.
What fees does RPM Financial Group LLC charge?
RPM Financial Group LLC offers the following fee structures:
- A percentage of assets under management.
- A project-based option for a one-time financial planning fee.
- A subscription fee based on the scope of your situation
What are RPM Financial Group LLC's office hours?
RPM Financial Group LLC's office hours are Monday through Friday, 9 am to 4:00 pm EST.