BUSINESS PROFILE

Rocky Mountain Planning Group, Inc. (RMPG) is 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.,

an SEC Registered Investment Advisor.

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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@RMPGinc.com