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What We Do

Strategic Investment Management

Social Security Strategies

Retirement Planning

Medicare Planning

Tax Planning

Estate Planning

Asset Management & Financial Planning For Assets Managed by RP Zeigler Investment Services, Inc.

$0 - $500,0001.25% 
$500,001 - $1mil1.00% 
$1mil - $2mil0.75% 
$2mil - $3mil0.60% 
$3mil - $4mil0.50% 
$4mil and up0.30% 

Fees include investment management and all the financial planning topics mentioned above.

*please refer to form ADV for full fee disclosure*

Monthly Subscription

These days, paying for services on a monthly basis is simply a way of life. In our household it's the gym, the internet, streaming TV, music and preschool, among other things. Here at RP Zeigler Investment Services, Inc., we are excited to offer a similar monthly subscription cost structure for young professionals and folks within a few years of retirement. This way of paying for financial advice is ideal for young professionals and folks who are nearing retirement, because many of them have the vast majority of their wealth contained within a retirement plan sponsored by their employer and are generally unable to invest those funds outside of the plan. So, here's what you will get with your monthly subscription:

  1. A face to face, ongoing personal relationship with a CERTIFIED FINANCIAL PLANNER ™ professional.
  2. A written financial plan addressing all of your financial concerns. We will also cover financial planning basics such as emergency funds, estate planning, tax planning, retirement planning, risk management and investment management. 
  3. Ongoing communication with the firm. Whether it's a phone call, an email, an in-person meeting, a video conference, or social media direct message, we will be in regular contact with you. If you call us, we will call you back. if you email us, we will email you back. While we cannot control the economy or the stock markets, we are able to control our level of commitment to you. 
  4. Asset allocation advice for your employer sponsored retirement plan such as a 401(k) or 403(b) not managed by RP Zeigler Investment Services, Inc.
  5. Advice on 401(k) vs ROTH(k). 
  6. Portfolio management for investments managed by RP Zeigler Investment Services, Inc. (If applicable. Accounts managed by RP Zeigler Investments, Inc. are held at TD Ameritrade Institutional and generally will include, but are not limited to, ETFs, mutual funds, stocks, CDs, and bonds) 

Initial Cost: $500

Ongoing monthly cost: $150 (per household)

Please make note: The scope of financial planning and investment management will be tailored to each individual situation and will depend on the needs of each client/household. RP Zeigler Investment Services, Inc. nor any of its employees serves as a tax professional, estate planning attorney or tax attorney. Neither RP Zeigler Investment Services, Inc. or any if its employees prepares tax returns or estate planning documents.

*please refer to form ADV for full fee disclosure*