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TAKE CONTROL OF YOUR FINANCIAL FUTURE

Rely on tax efficient investment management and financial planning. R&A is a fee-only advisory firm. There is no fine print.

Our mission benefits you

The goal of fee-only financial advisor Rowling & Associates is to educate you in understanding and selecting the best ways to achieve your unique financial future.

Investment management

Our team helps our clients stay invested in diversified portfolios that are low-cost and tax-efficient.

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Financial planning

Your financial plan will be personal to your situation all while taking into account the vast number of rules and laws that pertain to you.

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Tax planning

R&A reviews your entire situation before the year is over to take advantage of numerous tax planning techniques that save you money.

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Guiding you down the path of reaching
your goals and aspirations in life is our number one priority

What we believe?

Teamwork ultimately leads to the best decisions and most valuable client service. R&A is one team, all members actively engage in our client’s success through cooperation and sharing ideas, information, and opinions.

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Free Financial Workshops

Our objective is to educate people on the basics of personal
finance and demystify the financial planning process.
Partnership & certifications
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Jewish Family Service Logo
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NAFPA
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