How often do you think about your finances?
If you’re like most people, you think about it quite a bit. In fact, about one in four Americans say that money is the thing they think about most on a daily basis.
You may be wealthy or living paycheck-to-paycheck. Maybe just managing your own money, or a business owner with employees, or in charge of managing your family’s wealth.
Whatever your situation, chances are good that money is regularly on your mind.
For most of us, the financial questions and challenges that come up throughout the year often go unaddressed or ignored, or worse – they can cause unnecessary stress and anxiety that affects other areas of life.
Despite this, very few of us seek out the regular consultation that we might need to help alleviate these concerns.
Instead, we try to fit everything into the one meeting per year when we talk to an accountant or financial planner, which usually falls at tax time. This makes things more stressful on both sides of the table – for the client who is trying to plan and prepare for a new year, and the financial professional who is trying to help them meet their objectives and alleviate their concerns.
It also allows less time to manage the ever-increasing complexity of today's tax return. Tax preparation and completion is no longer a "one and done" game, so working with an accountant shouldn't be either.
At The Rivlin Group, we have enough collective experience in accounting and finance that we believe we can help you tackle almost any problem.
And we know that when it comes to finances, one size certainly does not fit all situations. For some, you may just need to check in every quarter, while others may need a monthly consultation, and the more complex scenarios may require unfettered access to a trusted advisor.
With all of this in mind, we’ve created a tiered subscription service that allows you to customize our services in order to better meet your needs.
Silver
While your situation may be less complex, you still have a need for regular communications and access to a trusted advisor.
Gold
Ideal for small business owners, we meet quarterly for proactive planning with unlimited email support in between.
Platinum
The right solution for the most elite clients. Due to the high level of customization, time and energy required, we only accept a limited number of clients into this tier.
We specialize in you.
These service packages are designed to ensure that we stay in contact during the year so that you can achieve your goals and have better results. This is how we aim to go beyond the typical accountant/ client relationship and be available for you throughout the year as questions, needs, and challenges arise, instead of just at one meeting per year.
Benefits you’ll enjoy from this new way of practicing are:
Easy Scheduling
Dedicated appointment and phone call scheduling link for clients only
Unlimited Emails
We want you to ask us your questions as your trusted info source
Regular Meetings
Formalized tax planning with regular meetings throughout the year
Government Notice Support
No one likes to receive a notice from the IRS. Our concierge program covers basic notices.
Goal-Focused
Emphasis on your financial goals – we go beyond the basic tax return
Rock Solid Security
Industry leading software and security
& Much More
We welcome you to the Rivlin Group, and encourage you to learn more about the personalized service model that makes us unique. Find out if Concierge Services are right for you, and take the next step to improving your financial picture today.
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