Richard L. Bebo Financial Services

Richard L. Bebo,ChFC, CLU


We are a professional firm who work with exceptional clients.

We are committed to providing excellent service and sound financial strategies to help you meet your goals. We value building long-term relationships with our clients, so that we don't just meet - but also anticipate - many of your financial needs. We believe in offering sound professional advice tailored to the needs of the individual or business, in a language you will understand.

Because we are small we can provide timely service you can rely on and a warm personal touch that only a small firm can provide. Investment planning is  similar to  a medical checkup. Your finances are examined, a condition is diagnosed, and a plan is developed as a remedy for your financial ailment.

Initially, investment planning can be an intimidating and complex process. But if broken down into a step by step process, then it is easily understood. At RL Bebo Financial Services we want to sit down with you and look at all the aspects of your financial world and construct a plan that is manageable and attainable. Since 1981, RL Bebo has been assisting both individuals and small businesses with planning pertaining to the various aspects of financial services. Our planner serves as a financial consultant as well as a facilitator to design, implement, coordinate and lead a team effort for the achievement of a clients financial goals.

9641 S. Eastdell Drive, Suite100    Sandy,UT    84092     Tel-801-942-6181      Fax-801-942-1119
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

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