It is not about what's now.

It is about what's next...

...and you need to know what's next

You are your client's trusted advisor.

The rapidly increasing pace of disruption within the US economy is no accident. We have been covering it for years as we help our partners expand. We like to call it "forced convergence", but done properly, it can be very productive for your firm.

Expand your capacity to deliver important services to your client base. While helping your clients immensely, you will also be setting the stage for significant value creation on many levels. It is vitally important to help keep you on the leading-edge of the surge of change ahead for your clients, your practice, your future.

There's more to cover with you and your colleagues:

• The expanding fundamentals of the Barbell Economy™ and how your clients can organize, plan for and reach their wealth-building, longevity planning and income goals.

• We will provide insightful and positive news about the US economy - in a review of Demogronomics™. 

• The foundational value? People make markets™.

We help you behind the scenes. We are the white-label unti within your firm. 

Together, you will provide your clients with a team of trusted professionals - preparing them with insights and research defining the dynamic and important opportunities ahead, all designed to keep you as the leader of their financial team. 

We look forward to speaking.

Investment advisory services are offered through RLB Financial a SEC-registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.  

California insurance number OK13849. We cannot accept requests for securities transactions or similar instructions through email. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. An encrypted email can be requested.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.