We get to the truth of your situation, providing a process, and developing a plan.
Everyone’s financial situation is unique. Every detail of your financial life matters to the plan we develop. So, from the very start we will personalize the way we put your money to work.
Establishing a budget and cash flow plan that not only tracks your income and expenses, but also allocates with your goals in mind is the ideal.
Investing can be complex, but with Rely’s help, it doesn’t have to be overwhelming. Together, we will identify ways to maximize growth opportunities, putting your money to work for you, but also prioritizing risk management.
You’ve worked hard to build your wealth. Now it’s time to protect those assets and preserve them for generations to come. Rely will do just this including collaborating with our trusted network of estate attorneys as needed.
Having an optimized retirement plan has tremendous potential for wealth creation. Maximizing your tax deferred accounts gives you an edge when investing for the long term. Rely Wealth will create custom solutions and guide you through your retirement years.
Looking ahead to your children’s future or even the future for grandchildren is important. We will help prepare you for the financial reality of educational costs while implementing savings options.
What causes are important to you and what legacy do you want to leave behind? Together we will explore these topics and work to maximize your impact.
It’s possible that you are over insured, under insured, or just paying more than you should for the coverage you currently have. We will work to assess your risk and then connect you to our network of trusted insurance providers so you are sufficiently protected in all areas of life.
As part of your strategy, you have access to banking and lending options. Our network of banking relationships can provide custom solutions to meet your needs.
We all want to save when it comes to taxes. Our team will help to navigate the complexity of taxation while working to minimize your overall tax burden.
We gather and analyze data, such as your behavioral (decision-making, risk tolerance and capacity) and psycho-graphic (personality, values, lifestyle) traits, and financial vision to establish a benchmark for you and your family.
We develop a comprehensive financial and investment plan that addresses your goals based on the data we have gathered (values, personality, attitude towards risk, time horizon, and financial situation).
We carry out your proposed plan, communicating on a consistent basis to monitor the progress of your plan and make any adjustments as necessary.
Daniel Mauser — Founder and Managing Partner
