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Our Services

RLM Financial Services is an independent financial services firm created to help you assess your financial condition, plan for the future, and help protect your nest-egg. We specialize in helping individual investors and businesses work toward achieving long-term financial goals. Our firm is dedicated to providing superior, personalized service and building strong relationships to help our clients feel secure and comfortable with their financial situations.

In an uncertain world, we approach investing in a systematic and consistent manner. We strive to do business in a way that reflects patience, consistency and predictability for our clients.

Our Financial Advisors can provide multi-generational investment services to high net worth individuals, families and businesses. We also bring a solid investment approach to pension, profit-sharing and 401(k) plans.

  • Retirement Strategies
  • College Savings & Strategies
  • Stocks, Bonds & Mutual Funds
  • Tax Advantage Plans
  • IRAís
  • Roth IRAís
  • 401Kís
  • 403Bís
  • 457ís
  • PSPís
  • Annuities
  • Life Insurance
  • Long term care Insurance
  • Health Insurance
  • Medicare Advantage Plans

If you have any questions regarding these services or any other services that you do not see listed, please feel free to contact us.

 

Securities offered through H.Beck, Inc. Member FINRA & SIPC.
H.Beck, Inc. is unaffiliated with RLM Financial Services, Inc.

Copyright 2012 © RLM Financial Services, Inc. All rights reserved.
11225 S. Saginaw St, ste 7 Grand Blanc, MI 48439† *† (810) 694-1120

We currently do business in the following states as Security Representatives:
AK, AZ, CA, FL, ID, IL, KY, MI, MN, NM, NV, OH, PA, TN, TX, SC
We currently do business in the following states as Insurance Representatives:

AK, AZ, CA, FL, IL, KY, MI, MN, NM, NV, OH, SC, TN, TX

This is not an offer to sell or solicit securities or Insurance in any state or jurisdiction.

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