A client of RSI referred a fellow business associate and successful entrepreneur to RSI for initial consultation.  In the following case study, we illustrate how RSI implemented a strategy that helped the client gain a sense of clarity and direction about the future of his business, cash flow, and financial affairs.

A successful professional realized he had a need and desire to work with a team he could trust with his wealth, and to create a long-term financial strategy.  The following case study details how RSI helped successfully implement the agreed-upon strategies and instilled a sense of trust with the client and his wife. 

A retired couple who never thought they would have so much in inherited assets came to RSI through the recommendation off a current RSI client.  The following case study shows how RSI helped the couple achieve a sense of trust, confidence and peace of mind by implementing agreed-upon strategies for an orderly and fair distribution of their assets to heirs and charities, while also minimizing estate shrinkage.