business & Financial Consulting

 Raise The Bar (RTB) Financial Group is a multifaceted advisory firm committed to a multidisciplinary practice with the advantage to holistically plan for individuals, families, entrepreneurs, and businesses at any stage, both personally and professionally. 

Business owners have enough to worry about and there always seems to be a never-ending to-do list. Yet, one of the most important meetings a business owner, founder, an entrepreneur could make is to plan appropriately for today and the future of their business and personal lives. 

Regardless if your company is in the Startup, Growth, Mature, Sale or Transfer phase, each area has its own unique opportunities and strategies that can enhance the business, partnerships, employees, and yourself. 

Adding Value for Business Owners & Entrepreneurs

• Enhanced Tax Deductions & Advanced Strategies
• Cash Flow & Liquidity Optimization
• Efficiently Funding Buy-Sell Agreements 
• Enhancing Exit Strategies
• Business Succession Planning
• Retirement & Passive Income Planning
• Defined Benefit & Retirement Programs
• Premium Financing
• Risk Management Solutions.
• Employee Benefits (Health, 401K, DB, Life, DI, & LTC)
• Executive & Key-Employee Benefits, Deferred Compensation

 Raise The Bar (RTB) Financial Group is a multifaceted advisory firm committed to a multidisciplinary practice with the advantage to holistically plan for individuals, families, entrepreneurs, and businesses at any stage, both personally and professionally. 

When we ask our clients, “What is the Most Important Thing in the World to You?” the answer is predominately “My Family”, yet we are often surprised to discover that most have not planned adequately for their loved ones. 

Whether it's family planning, savings for school or college, lifestyle planning for potential emergencies or even the care for loved ones, it is vital that you have a plan for expected or unexpected situations. We often say the best day to plan was yesterday, the next best day to plan is Today. Being prepared helps ensure your family will maintain their lifestyle, as well as, grow your family’s wealth and legacy.

Adding Value for Families and Communities

• College Funding Strategies
• Efficiently Fund Trusts
• Host Guardian Planning Workshops
• Asset/Income Protection Strategies
• Lifestyle & Retirement Planning
• Enhanced Tax Reduction Strategies
• Protection, Growth & Investment Planning
• Legacy Planning & Wealth Transfer
• Host College Funding & Admission Workshops
• Establish a Solid Financial Roadmap & Foundation