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RLK Advisory Group

RLK Advisory Group

4240 S Ridgewood Ave, Ste 1, Port Orange (FL), 32127, United States

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(386) 675-6973

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About Investment Management and Estate Planning Firm
RLK Advisory Group cover
Mission Vision:
To be the most trusted for our professional knowledge, integrity, and personalized service.

Mission To Deliver:
To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.
Description Add information
Founded 1998
Products Services Offered
*Stocks
*NYSE-listed stocks
*NASDAQ over-the counter
*All other major exchanges
*Foreign stocks
*Initial public offerings
*Margin accounts
*Corporate finance
*Investment banking
*144 and other restricted securities sales
*Employee stock-option plans

Estate Planning
*Conservation and disposition of assets using wills, trusts and charitable gifting strategies
*Confidence that your legacy is executed according to your wishes
*Provision of care for surviving and future family members
*Optimization of liquidity strategies
*Life planning via living wills and powers-of-attorney
*Ensuring business continuity

Cash Management
*Daily sweep accounts
*Money markets
*Insured CDs
*Online account access

Retirement Accounts
*IRAs
*SEP/IRAs
*Roth IRAs
*Education IRAs
*Simple IRAs
*Defined contribution
*Money-purchase pension plan
*Profit-sharing plan
*403(b)
*401(k)

Asset Management
*Independent manager search
*Performance monitoring and reporting
*Wrap-fee accounts
*Asset allocation
*Outside managed accounts

Bonds
*CMOs
*Convertible
*Corporate
*Municipal
*Zero coupon
*Government Securities
*Ginnie Maes
*Treasury bills
*Treasury bonds
*Treasury notes

Options
*All major exchanges

Insurance
*Fixed annuities
*Term life
*Universal life
*Whole life
*Disability
*Long-term care

Alternative Investments
*REITs
*Equipment leasing
*Managed futures
*Equity-linked notes
*Oil & Gas Programs
*Tax Credit Programs
*Real Estate LLC's
*1031 Programs

Education Planning
*529 plans
*Coverdale Savings Accounts
  • 4240 S Ridgewood Ave, Ste 1, Port Orange (FL), 32127, United States
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