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 profess ional advice tailored to the needs of the individual or business, in a language you will understand.
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Because we are small we believe 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 strives to be 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
*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Car Affordability
How much can you afford to pay for a car?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.