Erie, CO. Serving Boulder, Denver and clients nationwide
Partners
Your team of professionals, on the same page.
Good planning rarely happens alone. We coordinate with the custodian that safeguards your assets and with the attorneys, CPAs, and insurance specialists who round out your plan.
Custodian
Your assets are held by an independent, third-party custodian.
Most Registered Investment Advisors work with third-party custodians, adding value to the RIA experience. Custodians are typically larger banks or broker-dealers. The custodian acts as the holding bank for your accounts, but will never contact you directly. RMFS never takes possession of your money.
Charles Schwab
Custodian for RMFS client accounts
Professional network
Coordination with the specialists your plan depends on.
Already have a trusted attorney or CPA? Great, we work alongside them. Need a referral? We can introduce you to professionals we trust.
Estate attorneys
Wills, trusts, and the documents that ease the transition of family wealth.
CPAs and tax advisors
Coordinating tax-efficient allocation between taxable and retirement accounts.
Insurance specialists
Life, disability, and long term care coverage audited for cost and fit.
Lending and banking
Practice loans, mortgages, and cash management that fit the plan.
