BUSINESS PROFILE

Rocky Mountain Planning Group, Inc. (RMPG) works with a team of highly qualified specialists with a broad range of experience.  RMPG provides creative and integrated approaches to work toward meeting the needs of comprehensive, multi-generational financial planning in a family office environment. 

The typical client of RMPG has comprehensive wealth management, financial, and estate planning needs. Our clientele consists primarily of closely held business owners, professionals, retired corporate executives, and multi-generational families.

Specific wealth management issues frequently addressed include:

For:  Families and Individuals, including Retired Executives and Professionals

        Comprehensive financial planning

        Asset management

        Retirement planning

        Estate planning

        Financial planning and asset management for the recently widowed

        Divorce settlements

        Management of proceeds from the sale of a business or an inheritance

        Charitable giving review, legacy planning and planned giving

        Family Foundation development and management

For:  Owners of Closely Held Businesses

        Business planning

        Deferred compensation

        Retirement programs, qualified and non-qualified

        Business succession planning, including buy-sell arrangements

        Asset management

        Tax planning

        Sales and acquisitions of businesses

        Linking business and personal planning

        Strategic business development

 

A related area of specialization is services to not-for-profit organizations, including consultation regarding management, strategic planning, current and planned giving, and other technical assistance.  

 

 

 

 

Advisory Services offered through Rocky Mountain Planning Group, Inc.,

State of Colorado Registered Investment Advisor.

State of Colorado DORA department of regulatory Agencies Division of Securities
 

 


Rocky Mountain Planning Group, Inc.
P.O. Box 2882
48 East Beaver Creek Blvd., Suite 308
Avon, CO. 81620
Tel: (970)949.9281
Fax: (970)949.1983
E-mail: admin@RMPG2.com