RAV Financial Services, LLC
One Chagrin Highlands
2000 Auburn Drive, Suite 310
Beachwood, Ohio 44122
One Chagrin Highlands
2000 Auburn Drive, Suite 310
Beachwood, Ohio 44122
| Phone: | 216-831-4900 or |
| 866-831-4900 toll free | |
| Fax: | 216-831-8499 |
| Email: | rav@ravfinancial.com |
Active portfolio management tailored to your objectives
Emphasis on low expenses and tax efficiency
Advice on 401(k) retirement plans
Provide a second opinion on your existing portfolio
Create strategies for potentially reducing estate taxes, minimizing probate expenses, delays and publicity, preserving and transferring wealth to heirs and charities
Create and implement strategies for charitable giving
Can I afford to give?
How will it affect my taxes and cash flow?
Prepare income tax projections to potentially improve cash flow and minimize taxes
Tax preparation
Calculate IRS mandatory required minimum distribution
Design college education funding plan
What is a Section 529 Plan and is it appropriate for me?
Alternative sources to fund college education
Produce recommendations for providing income in the event of disability or catastrophic illness
Review the cost effectiveness and appropriateness of current liability insurance coverage
Assess and recommend life and long-term care insurance strategies
Construct a customized roadmap for the transition into retirement and design strategies during retirement that include attaining your life style objectives.
Examine current expenses and prepare alternatives to potentially improve cash flow
Calculate IRS mandatory required minimum distribution (RMD)
Integrate your employer sponsored benefits into your personal financial plan.
Our Services
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For a full list of services please click here.
INVESTMENT MANAGEMENT
You are looking for someone to help create an investment plan that is actively-managed using creative strategies and original thinking.
ESTATE PLANNING
An estate plan is more than signing legal documents. The plan needs to integrate with your personal family objectives.
CHARITABLE GIVING
You have charitable intentions, but want to take the right approach to giving.
TAX PLANNING
Integrating smart tax decisions into your overall plan.
EDUCATION PLANNING
What's the best way to fund education for my children or grandchildren.
INSURANCE
You're concerned about preserving your wealth.
RETIREMENT PLANNING
Creating a plan to transition to a new lifestyle and the next phase of your life.
EMPLOYEE BENEFITS
Making the best use of your employer benefits.
Click here to request additional information about our services