Services & Asset Classes

At RLS Financial Group, Inc., we provide the following services:

Investment Services Billing

  • Hourly fee
  • Hourly fee
  • Hourly fee
  • Percentage of assets managed
  • Percentage of assets managed
  • Percentage of assets managed

Asset Classes

  • Common & Preferred Stocks
  • Convertible Bonds
  • ETF’s Index, Sector & Income
    (Electronically Traded Funds)
  • Stock/Bond/Index Options
  • Stock/Bond/Interest Rate Indices
  • Industry Sectors
  • Investment by Market Cap. and by style
  • Regional/Country Investing
  • Treasury Bills
  • Treasury Notes
  • Treasury Bonds
  • Municipal Bonds
  • Government  Securities
  • Corporate Bonds
  • Fixed (Guaranteed) Annuities
  • Immediate Annuities
  • Mutual Funds
  • Variable Annuities

Financial Planning

  • Business & Estate
  • Income Needs
  • Rollovers
  • Retirement Plan Distributions
  • 401 (k)
  • 403 (b)
  • College Planning:
    529 & Education IRA
  • Custodial Accounts
  • Trust Accounts
  • Foundation/Charitable Accounts
  • Personal Retirement Plans

        SELF-EMPLOYED/CORPORATE

  • Profit Sharing Plans
  • Money Purchase
  • Defined Benefit
  • Age-Weighted
  • Permitted Disparity


51 Scudder Road , Newtown, CT 06470 Phone: (203) 270-9180   Fax: (203) 270-9185   Email: rshohet@rlsfinancialgroup.com
Investment Advisory Services offered through RLS Financial Group, Inc., a Registered Investment Advisor, 203-270-9180.
Copyright © 2009-2014 All Rights Reserved. RLS Financial Group, Inc.

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