FINANCIAL PLANNING YOU CAN RELY ON
We're here to help you retire with confidence.
Who We Are
We provide personalized investment services/strategies for retirees and those planning for retirement. Our business model also focuses on insurance products for those individuals who require term, whole life, indexed whole life and/or indexed annuities.
Get Started In
3 Easy Steps
Assess Your Unique Situation
Discuss what your ideal retirement looks like and determine if our business model aligns with your needs .
Engineering a plan
Examine your current financial situation and offer guidance on ways to help structure the moving pieces of your financial life to help align with how much (or how little) risk is necessary to achieve those dreams.
Empower Clients to Live the Life of Their Dreams
Remove some of the financial burden—join us and allow us to help build your stack of dollar bills.
DOWNLOAD THE GUIDE
Retiring soon? Have you answered these 6 key questions?
Whether you'll have enough income to last through retirement is dependent on a number of factors. Get a head start with this 4-page guide. You'll find out:
- Why you need to track your current spending habits
- How your spending could change in retirement
- When to account for inflation
Hear us on:
Saturdays at 9 a.m.
on WINA Charlottesville
Saturdays at 10 a.m.
on 1260 WCHV
Sundays at 8 a.m.
on WKCY-AM 1300
Reliable Wealth Financial Hour on WKCY 107.9fm/1300am, WINA 98.9fm/1070am, and WCHV 107.5 and 1260 is a paid placement. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Bob Falter or Reliable Wealth Financial Group is stated or implied.
Ready to takethe next step?
Submit this form to schedule a phone call with Bob today.
