BUSINESS
PROFILE
Rocky Mountain Planning Group, Inc. (RMPG) works with a team of highly qualified specialists with a broad range of experience. RMPG provides creative and integrated approaches to work toward meeting the needs of comprehensive, multi-generational financial planning in a family office environment.
The typical client of RMPG has comprehensive wealth management, financial, and estate planning needs. Our clientele consists primarily of closely held business owners, professionals, retired corporate executives, and multi-generational families.
For:
Families and Individuals, including Retired Executives and Professionals
·
Comprehensive financial planning
·
Asset
management
·
Retirement planning
·
Estate
planning
·
Financial
planning and asset management for the recently widowed
·
Divorce
settlements
·
Management of proceeds from the sale of a business or an inheritance
·
Charitable giving review, legacy planning and planned giving
·
Family
Foundation development and management
For:
Owners of Closely Held Businesses
·
Business
planning
·
Deferred
compensation
·
Retirement programs, qualified and non-qualified
·
Business
succession planning, including buy-sell arrangements
·
Asset
management
·
Tax
planning
·
Sales and
acquisitions of businesses
·
Linking
business and personal planning
·
Strategic
business development
A related area of specialization is services to
not-for-profit organizations, including consultation regarding management,
strategic planning, current and planned giving, and other technical assistance.
Advisory Services offered through Rocky Mountain Planning Group, Inc.,
State of Colorado Registered Investment Advisor.
State of
Colorado DORA department of regulatory Agencies Division of Securities
Rocky Mountain Planning Group, Inc.
P.O. Box 2882
48 East Beaver Creek Blvd., Suite 308
Avon, CO. 81620
Tel: (970)949.9281
Fax: (970)949.1983
E-mail: admin@RMPG2.com