Stocks (MXWD) surged, sending the Standard & Poor's 500 Index to the highest level in five months, and commodities rose for a third day amid speculation China may act to spur growth. Treasuries fell and the dollar weakened.

Stocks (MXWD) surged, sending the Standard & Poor's 500 Index to the highest level in five months, and commodities rose for a third day amid speculation China may act to spur growth. Treasuries fell and the dollar weakened.

Investing with purpose is about comprehensive wealth management provided by a completely independent, highly trained investment professional.  Our process starts and ends with you.  After all, it is your money and your objectives that we seek to optimize.  With so many things going on in a person's financial life, it can be difficult to manage one's wealth effectively...   Our process makes investing with purpose easy.  Successful people are busy people, they tend to have complex financial situations that are magnified by their success.   At RHS, we help our successful clients by developing customized wealth management solutions that simplify and their financial lives and make sure that they don't just invest, they Invest With PurposeTM .  As a result, they can leverage their earning power and assets to achieve financial freedom.  Free from financial worry, they can pursue their dreams, live a fulfilled retirement and establish a legacy that will outlive them.

We utilize a simple three step process that adheres to our investment philosophy of long term investing.  We begin by working with clients to establish their financial objectives.  During the process of discovery we will ask questions that build a model that includes Lifestyle Management, Liabilities Management, Risk Management & of course Investment Management.  We then allocate their assets according to risk tolerance, investment time horizon and client objectives in order to build a portfolio that minimizes risk and maximizes returns. Finally, we will continually evaluate the portfolio to make sure its performance is meeting our client’s objectives.

Financial planning is the process of setting a comprehensive strategy utilizing all a client's resources towards an end goal.  Investment management is the management of those assets in a way that is congruent with the strategy and risk parameters set by the financial plan.  The most important thing to understand is that the two are not mutually exclusive.  At RHS, we believe that an updated financial plan is pivotal in long-term financial success.  Did you know that 65% of Americans do not have a written financial plan?  And less than 17% of those who do update it regularly. That’s because most Americans manage their money backwards, they hire an investment manager before they have created a financial plan.  At RHS we put you first by creating a financial plan first that clearly defines objectives, outlines risk and defines investment time horizons before we put the money to work in your portfolio.

We do not charge commissions, rather, we provide our advice for a fee so our interests are in alignment with yours and your success is our number one priority. We will conduct regular account reviews to make certain that we are continually on track and will make adjustments as needed to promote continued success.

Through our exclusive network of attorneys, CPA’s and our partnership with Charles Schwab, RHS Financial can provide you with excellent guidance and support normally reserved for the ultra high net worth family. We specialize in helping high net worth individuals like you with company stock options, retirement planning, 401k rollovers, tax management, estate planning, insurance, and private wealth management.

We at RHS Financial strongly believe that communication is an essential aspect of enhancing and retaining trust between a financial planner and clients. In addition to Face to face reviews, RHS Financial provides performance and holdings reports to clients on a regular basis and provides 24/7 online access for all accounts through Schwab Institutional and E-Money Advisor. In addition to providing the most enhanced and sophisticated account access software, we at RHS Financial value your business and convene regular client reviews to discuss your account performance, changes to investment strategies, tax obligations and other concurrent matters important to you.

Absolutely, it's your money. Our goal at RHS Financial is to work with clients and establish their financial objectives through a comprehensive financial plan that captures their risk tolerance, goals, experience, and long term investment preferences. During the process of discovery we will ask questions that build a model that includes Lifestyle Management, Liabilities Management, Risk Management & of course Investment Management. We then allocate their assets according to risk tolerance, investment time horizon and client objectives in order to build a portfolio that minimizes risk and maximizes returns. Finally, we will continually evaluate the portfolio to make sure its performance is meeting our client’s objectives.