For Families & Individuals

Rupp Financial provides individuals and families with innovative cutting-edge solutions and services to protect their wealth through all stages of life. We will evaluate your needs, goals and risk tolerance; we will bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Retirement Planning

We work with our clients to design and implement a variety of customized retirement plans, according to your risk tolerance and goals. We monitor your strategy on a continual basis and adjust and evolve as your needs change.

Retirement Plan Rollovers

When you leave a job or retire, you have a decision to make regarding your retirement plan. While leaving those assets in the former employer’s plan is an option, a rollover should be one of the considerations.

Asset Protection

There are numerous financial strategies and retirement plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Disability

Your income is the foundation to the life you created. Your income allows you to establish your standards for living and provides for your goals. However, what happens in the event you become too sick or injured to work and earn a living? Individual disability income protection is one of the most reliable and flexible sources of income replacement.

Planning for Extended Periods of Care

Long term care is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or disability who cannot care for themselves for long periods.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter most to you while reducing your tax burden. Numerous charitable giving strategies exist. We can help you design and execute a plan that is in alignment with your personal and philanthropic goals.

Estate Planning

A well-engineered estate plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to recommend strategies that will meet your personal philosophies and family needs.