What We Do

Our Purpose

Our purpose is to provide individuals and businesses personalized solutions to balance financial risk and return. We provide a wide array of tailored solutions and services to meet the specific objectives of our clients. We are committed to strengthening our relationships through superior customer satisfaction and results.

Our Process

Our relationship with you and the process for securing your family and/or business begins at the introduction. At Rupp Financial, we put our own considerable experience to work on your behalf but we also leverage our strategic resources to bring you the knowledge of professionals experienced in taxes, law, accounting, market analysis and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

 

Step 1: Introduction

Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we will take time to discuss your hopes, dreams and objectives – the things that really matter to you. This is the basis for the first meeting.

Step 2: Evaluate

We will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. By breaking down your goals to specific objectives, we can look at available resources and help you decide which choices will best achieve your goals.

Step 3: Application

Based on our conversation and evaluation we will recommend the appropriate steps it will take to help you achieve your financial goals.

Step 4: Coordinate

We will coordinate your insurance and financial activities with the other members of your team. This includes your tax and legal advisors as well as other financial professionals.

Step 5: Ongoing
Personal Service

We provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life and economy change. We will work with you over the years to help keep your program on track with your changing needs.