Goal-based financial planning

Reach your goals with a Plan
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Third Generation Financial Advisors

Goal Driven Planning

Ruttenberg & Company is a Comprehensive Financial Services firm, built with modern technology. 

We want each of our clients to take control of their money while questioning the status quo of life’s goals and “retirement”.

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Modern Convenience

Personalized Online Portal

All aspects of your plan, will run through your online portal. As a client of Ruttenberg & Company, you will receive a personal financial website.

Using account aggregation, we are able to update your financial plan daily. You can track your goals and use the online vault to keep important documents, all while organizing your financial life.

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We Value Your Goals

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YOUR COMPREHENSIVE PLAN:

Self-Paced Online Intake Forms

“All Accounts” Online Organizer

On Demand Financial Reports

Budget Tracking Tool

Goal Driven Retirement Strategy

Detailed Implementation Steps

Investment Allocation Strategy

Monthly Spending Target

3 Plan Scenarios

Goal Savings Target

Live Intake Meeting

Live Plan Delivery Meeting

Services

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Everything starts with the plan.  We will assess your financial condition, take the steps necessary to protect it and then work with you to establish and implement the steps necessary to help build the ideal life for you and your family.
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Financial Planning

This should be the core of every financial decision that you make.

Investement Management

Through your plan recommendations, we implement your strategies.

Insurance Planning

Protecting your plan is just as important as building one.
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Financial Education

TheMoneyTwins.com shares tips & strategies on budgeting for your goals.

OUR MINDSET

Focus On Your Goals

We believe that there is a recurring theme in the financial services industry that is the basis for all financial plans, which is simply to get to retirement.

The definition of retirement is the period of one’s life after leaving one’s job and ceasing to work.

Retirement is a phase of life, not a financial goal.

About Us

Get In Touch

5237 Summerlin Commons Blvd. Suite #V393  Fort Myers, FL 33907

239-734-5625

hello@ruttco.com

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This communication is strictly intended for individuals residing in the states of Florida, Michigan, Nevada, New York, Ohio, and South Carolina.  No offers may be made or accepted from any resident outside the specific states referenced. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Ruttenberg & Company are not affiliated.