Raskin Planning Group

Prospective Clients

Thank you for your interest in Raskin Planning Group. Please review the description of the RPG Advantage™ and how this process can help you meet your financial objectives. The Raskin Planning Group selectively limits the number of new clients it retains each year. We want to make sure our service model is able to meet your initial and on-going expectations.

After learning more about Raskin Planning Group, weencra you to request a consultation. Please call or email our firm to schedule a meeting. We ask that you take 5 minutes to complete a brief questionnaire in advance of our first meeting:
Should we decide to work together, we will ask that you begin gathering specific data to help us build your Comprehensive Wealth Plan. Below are documents that will help you gather the necessary data:
Your next meeting with the Raskin Planning Group will be a detailed "Discovery" meeting, where we will get a better understanding of your financial goals and objectives. We will review your assets, liabilities, insurance, cash flow needs, risk tolerance and estate planning objectives.
These are the first important steps you will take to begin the process that leads you to financial independence and peace of mind.
 
Below is an additional document you might find of interest: