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Who Our Clients Are


Meet Sarah


Age: 33

Profession: Human Resources Director  

Financial Concerns: Saving For Retirement, Mitigating Taxes, Spending Less Time Managing The Family's Investments, and Saving For Her Two Kid's College Expenses.

Sarah's household has a healthy, six-figure income. She is married and has two wonderful kids. She has a nice income, but she is overwhelmed by her busy life and by trying to manage her investments, saving for retirement, saving for her kid's college, minimizing her tax burden, and managing her debt. 

After being turned away from the big brokerage firms because she didn't meet their investment minimums, she was looking for options that better suited her family's situation. She realized she needed an expert who would look out for her best interests.  An expert with a flexible, easy to understand cost structure.  

Enter RP Zeigler Investment Services

We can help Sarah and her family in a number of ways:

  1. We can help her create a financial plan.
  2. We can set her up an online secure financial dashboard. Now, she will be able to see all of her financial accounts on a single screen. 
  3. We can help her properly manage her investments, personalized to her desired level of risk. 
  4. We can help her potentially save money on taxes by utilizing tax efficient investments, as well as creating custom tax saving strategies specifically for her and her family.

If this sounds like you, reach out today. We'd love to help. 

Schedule your 15-minute intro call here

 


Meet Bob & Karen

Ages: 62 & 60

Professions: Forklift Driver For A Large Manufacturer & Office Manager For A Local Small Business

Financial Concerns: When & How They Should Take Social Security. Should They Take A Lump Sum Or Monthly Payments From Their Pension Plans. Assistance With Managing Their Retirement Accounts.

Bob and Karen both have been working hard for over 30 years. They have a nice nest egg saved up in their respective 401(k)'s. With retirement around the corner, Bob & Karen have some serious decisions to make. Decisions that they don't feel 100% confident making themselves. They are looking for a financial planner they can trust, but equally as important, a financial planner they can relate to. 

Enter RP Zeigler Investment Services


We're not your typical stuffy, BMW driving, downtown located, type of financial planning firm. We're much different. We're more of the tee shirt & jeans kind of people.  

We can help Bob & Karen in a handful of ways:

  • Helping them figure out when, and how, to take their Social Security benefits. 
  • Helping them choose the best Medicare coverage for their specific needs. 
  • Determining if they should take a lump sum, or monthly payments, from their pension plans.
  • Managing their investments diligently (401k, IRAs etc) with their retirement looming. 
  • Picking a date for their retirement. 

If this sounds like you, reach out today. We can help.

Schedule your 15-minute intro call here



Meet Steve & Alice

Ages: 72 & 71

Professions: Retired

Financial Concerns: How Much They Can Safely Withdraw From Their Investments Each Month. Leaving Money To Their Kids In The Most Tax Efficient Way Possible.  Maintaining Their Lifestyle In Retirement.

Steve and Alice retired a few years ago, and they're loving every minute of it. Their kids are all grown up and have left the house. Now, as they like to say say, is their time to truly enjoy life. They have had investment accounts with a large, brand name brokerage firm for many years, but lately they have grown concerned and disgruntled with their brokerage firm. Concerned because they don't understand the fee(s) and costs they're paying, even when they directly ask what their fee(s) and costs are. Disgruntled because lately, they have begun to feel like a small fish in a big pond. 

Enter RP Zeigler Investment Services

We can help Steve and Alice in a couple of ways:

  1. We can show them the fees and costs they're currently paying, and help them determine if they are receiving enough value for those fees. 
  2. We can help them identify how much income they can safely take from their investments on a monthly basis.
  3. Since we're locally owned, and independently operated, we can offer them a superior level of service. They no longer have to feel like small potatoes at their behemoth, big name brokerage firm.

Schedule your 15-minute intro call here.