At Rankin Rice Wealth Management Inc. we believe that holistic financial planning is the key to helping our clients who are nearly retired, newly retired and fully retired to achieve their retirement goals - free from income, estate or tax concerns. We provide our clients with strategies for retirement savings, retirement cash flow, income tax minimization and estate management.
Our process goes above and beyond answering an immediate question or addressing a specific financial need. We believe that our work is not complete until we have a 360 view of the full financial picture and can comfortably ensure that all of the pieces of the puzzle are on the table and assembled in sequence.
Our process goes above and beyond answering an immediate question or addressing a specific financial need. We believe that our work is not complete until we have a 360 view of the full financial picture and can comfortably ensure that all of the pieces of the puzzle are on the table and assembled in sequence.
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Judy Maki
Aug 15, 2020
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