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Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

At Risk Management Planning & Insurance Services, Inc., we provide assistance in the following areas:

Planning Services:

  • Conduct retirement workshops for PERS members
  • Financial planning for PERS members
  • Advise members on PERS retirement options
  • Identify goals, suggest strategies, and project cash flow

Investment Services:

  • Investment management for "no-load" and "load waived" mutual funds
  • Advise and place:
    - TSA's for various school districts
    - IRA's and other retirement plans for individuals
  • Advise PERS members on 457 Deferred Compensation issues
  • Securities and Investment Advisory services offered through KMS Financial Services, Inc.

Insurance Services

  • Advise and place life and disability insurance
  • Advise and place long term care insurance