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Do You Have a 100-Year Plan?

At RCA, we recognize the importance of educating and serving future generations. Our proprietary Family Master Plan® is tailored to the specific needs, goals and values of each client and is reviewed on a regular basis to stay relevant with the changing times.

The Family Master Plan®

Five components, working together around your family's goals. Click each one to learn more.

Family Master Plan®
Financial & Investment Planning
Budget & Paycheck Planning
Tax Planning Strategies
Legal & Estate Planning
Insurance Planning

Financial, Investment and Portfolio Management Planning

Building a customized investment strategy based on your goals, risk tolerance, and stage of life — reviewed and adjusted as your needs evolve.

Click a component above to explore

How We Plan

Using RCA's time-tested, disciplined process, we will develop a Family Master Plan® customized to your specific needs and financial goals.

1
Understand
  • Understand your needs, wants, long-term financial goals, and preferences.
  • Gather necessary documentation.
  • Open dialogues with your other outside professionals, if required.
2
Establish
  • Establish a budget designed to help align your expenses and income with your lifestyle.
3
Build
  • Build a personalized Family Master Plan®.
  • Design an investment portfolio using our customized investment process.
  • Create a schedule for briefings and reviews.
4
Initiate
  • Initiate your Family Master Plan®.
  • Phase in the investment recommendations.
  • Enroll in selected services.
  • Review forthcoming client statements.
5
Navigate
  • Help you navigate timely options and opportunities.
  • Update your team of professionals of notable developments.
  • Proactively adjust your plan and investments as needed.
6
Evolve
  • Ongoing evaluation of progress of your Family Master Plan®.
  • Include your children and grandchildren to ensure your plan adapts to changing needs.

Getting Started

We're ready to help create your personalized Family Master Plan® designed for clarity today, so you have the opportunity to Retire in Comfort® tomorrow.

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Family Master Plan® FAQs

What happens after I build my Family Master Plan® with RCA?

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Once your Family Master Plan® is built, RCA's Cincinnati-based team phases in your investment recommendations, enrolls you in selected services, and reviews your statements together. From there, we proactively adjust your plan as needed and keep your outside professionals informed of any notable developments.

Does the Family Master Plan® change over time, or is it a one-time plan?

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Your Family Master Plan® isn't a one-time document. RCA, a fiduciary team based in Cincinnati, continually evaluates its progress and adapts it as your life changes, including bringing in your children and grandchildren over time so the plan evolves with your family across generations.

Will my outside accountant or attorney be involved in my Family Master Plan®?

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RCA opens a dialogue with your other outside professionals, such as your accountant or attorney, when needed, and coordinates ongoing updates with them as your Family Master Plan® evolves — so your full financial picture stays aligned. See our full FAQ page for more.

Still have a question? Reach out below and we'll get back to you.

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