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The Norman Fletchall Team
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rbcwealthmanagement.com
Sign in
Important information
Home
About
About us
Working with a CFP®
Offerings
RBC WealthPlan
Menu of services
RBC Wealth Management Online
Resources & insights
Insights
ESG and responsible investing
Charitable giving
Women and wealth
Community involvement
Contact
Menu of services
Family wealth management services
Develop and track family budget and savings plan to help achieve financial goals
Review current investment allocation and provide investment management services
Education planning services; 529 Plans, Custodial Accounts
Insurance review and solutions; Life insurance and Long-term Care
Retirement planning services
Develop, review and adjust long-term retirement plan annually
Management of retirement investment portfolios
Review and consultation on 401k, 403b and 457 employer retirement accounts
Develop sustainable cash flow plan during retirement
Trust services
Provide domestic and international trust solutions
Provide professional trustee services
Management of trust investment portfolios
Tax and estate planning services*
Gifting and wealth transfer strategies
Consultation with your attorney on estate planning issues
Consultation with your accountant on tax issues
Tax considerate portfolio management
Business owner services
Investment management services for retirement plans
Employer sponsored plans; 401ks, SIMPLE IRA plans, stock options and deferred compensation
Consultation services on business valuation and succession planning
Employee educational seminars
Administration and reporting services
Online access for reviewing portfolios, online bill pay and RBC research
WebEx conference services for out-of-state clients
Annual review meetings, quarterly phone updates and monthly statements
Electronic funds transfer for investment programs and income cash flow
Coordinate and review all financial documents
<p>Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.</p>