With over 30 years of building our experience, RSI is a team of highly credentialed, experienced, veteran professionals, all working on behalf of each client. We are different from other organizations in that all clients are clients of the firm, no one team member has his or her own clients. We specialize in Financial Independence
, wealth accumulation strategies, wealth preservation strategies, and wealth transfer/legacy strategies. We do this by applying knowledge, skills, and wisdom to the important challenges and concerns faced by successful families and business owners. Keith and his team, including a network of allied professionals, work together to help clients and their families reach their most important goals.