Understanding Today’s Financial Environment
RTB Financial Group is a boutique financial firm in Beverly Hills, CA. We understand that individuals, families, and businesses face unique challenges, opportunities, and life events. Our holistic approach can help take the mystery out of preparing for today and tomorrow.
It starts with a conversation and may last a lifetime.
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach helps take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making the most of surprises is a great reason to work with us.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Tips on insuring your teen driver.
Couples may be able to head off many of the problems in a marriage that money can cause.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?