Retirement Income & Tax Planning

Have you tested your retirement financial plan?

Test your Retirement Now

Test your retirement plan today.

Take the First Step

OUR PROCESS

Just follow these 3 Simple Steps

DISCOVER

Simply, set up a chat with us. We will discuss your goals, questions, and concerns.

Test your plan

After listening to your uniques situation it important to know where you are heading.

This serves as your bench mark to see what you are doing well and what needs improvement in your retirement finances.

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3 Step Retirement plan

We help you build a plan that will last with our unique 3 step formula. SIMPLE, SECURE, SMART.

We can also help you put it into place and monitor it.

Go from stuck and stressed to clear and in control.

Let us help.

Where are you going to find the time?

You don't have enough time between there current job and family. You end up saying "I'm going to have to just find the time". Reality is you never do have the time, or you get derailed and frustrated and never finish what you started. Start Saving time now.

How we can help:

Retirement Reports

FREE

Specific Retirement reports on areas like Social Security benefits & Federal Employee Benefits.

Testing your Retirement

FREE

Know where you are heading. know hat you are doing well and where you need to improve.

3 Step Retirement Plan

$997

Go through our unique planning formula SIMPLE, SECURE & SMART.

Apply and Monitor

See Fee Schedule

Put into place your New Plan and we will help make sure you stay on track.

Why Us

WHO WE HELP

Is this you…

Are you heading into retirement or wanting to know if you are prepared for retirement? Are you married? Care about your family? Care about your moneys? Are you looking to listen and get the proper guidance when it comes to your retirement finances?

If you said yes to all these questions you are who we work with everyday all day. We help those in the areas of:

Retirement budgets
Social Security benefits
Retirement tax rules and strategies (RMDs, Roth Conversions)
Retirement investment tools and strategies (401k, IRA etc.)
Retirement insurances (Life Insurance, Medicare)
Protection of assets (Estate Planning)
Federal Employees Retirement Benefits (FERS, TSP)

WHO WE ARE

Ron Cook Jr.

Owner of RC Wealth Advisors

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.

Ron loves his God, country and family. He is a big New England Sports fan, he has two French bulldogs and has a annual pass to Disney World where he and his wife got married.

RC Wealth Advisors

9 Wilkins Dr. Plainville, MA 02762

508-699-0050

rcookjr@rcwealthadvisors.com

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