Rnrlam

At RNR Financial Services, we understand that navigating the complex world of finance and taxes can be overwhelming. That's why we're dedicated to providing personalized, comprehensive financial planning and tax preparation services to individuals and small businesses. Our team of experts, led by Licensed CPAs and CFPs, is committed to helping you achieve your financial goals and increase your saving rate.

Our Story

Our journey began with the discovery that many Americans lack a comprehensive understanding of how taxes and financial products work together. We realized that by utilizing these products correctly, we could help individuals and small businesses save thousands of dollars each year. This realization motivated us to create RNR Financial Services, a company that provides personalized advisory services tailored to our clients' unique needs.

Our Team

Meet our team members, each with their unique skills and expertise:

• Rachel, CPA and CFP, leads our team with her extensive knowledge of tax and personal finance products. Born and raised in Fujian, China, Rachel earned her undergraduate degree in Engineering and went on to pursue a master's degree at UNC-Chapel Hill. She is a foodie at heart and enjoys spending time with her family.
• Leighann, CPA, brings her expertise in small business tax and real estate property management to our team. With over 15 years of experience, Leighann is dedicated to helping our clients achieve their financial goals. When she's not working, she loves trying out new restaurants and spending time with her family.
• Ricky, our technology advisor, has worked with various technology firms throughout his career. He ensures the security of our data storage and office network. In his free time, Ricky enjoys exploring New York City's culinary scene and visiting museums.
• Feon, our QuickBooks coordinator, has over 15 years of experience in accounting and project management. She resides in North Carolina and enjoys traveling and dining out with friends and family.

Our Services

At RNR Financial Services, we offer a range of services designed to help you achieve your financial goals. Our comprehensive financial planning services include:

• Tax planning and preparation
• Retirement planning
• College fund planning
• Life event change planning
• Estate planning
• Investment advice and management

We believe that everyone deserves the best possible financial advice. That's why we offer personalized advisory services tailored to your unique needs and goals.

Our Plans

Our comprehensive financial planning package includes:

• A 10-15 page financial plan with a series of "To Dos" that includes a net worth statement, retirement projection, and action checklist
• Recommendations in areas such as cash flow planning, debt repayment, investments, retirement planning, insurance, estate planning, and tax planning
• An asset allocation for your 401(k) or work retirement account(s)
• A review of your benefits package and recommendations for maximizing your company benefits
• A recommendation of the credit card that fits your needs based on your spending
• Access to a network of other financial professionals

Our Fees

Our comprehensive financial planning package is $2,500, followed by a monthly subscription fee of $168. If you only need a one-time financial planning analysis as a second opinion, we can accommodate that as well. Please contact us for more information.