Sometimes you don’t need an on-going relationship with a financial advisor; maybe you’re a DIY’er, want a second opinion, or just need help with a project. While not our preferred way of working with clients, we offer an hourly relationship similar to what you would expect from a CPA or attorney.
Please Note: The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Neither RLS Wealth Management, nor any of its employees, serves as an attorney or accountant. Accordingly, neither RLS Wealth Management, nor any of its employees, prepares estate planning documents or tax returns.