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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Agriculture

The central valley of California is built around the agriculture industry. We are pleased to provide our services for many local family farms here in the valley and across the United States. We work with our Agriculture clients along with their special needs and circumstances in the ever changing and complex tax law for Farmers in the Agriculture Industry.

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Healthcare

Healthcare is one of the industries that we specialize in for our clients. We provide service to our medical clients in the specific areas of Tax Preparation, Business Planning, & Accounting Services. We are pleased to provide our services for many medical practitioners in the CA central valley and across the United States.

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Small Businesses

We are pleased to provide our services to many small business owners in the CA central valley and across the United States. We work with our small business owners through their special needs and circumstances in the ever changing and complex tax law for Small Business Owners in the United States.

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Understanding Today's Financial Environment

Welcome! Here at RLJ Financial Services, Inc., we understand that individuals face unique challenges as they prepare for retirement. Whether your goal is preparing for retirement, college savings, estate strategies, tax reduction, tax planning, or business profitability, our personalized approach focuses on your greatest pains, and your financial goals and objectives. This results in setting our clients on a pathway towards financial peace and stability. 

We are conveniently located in Ceres, CA near Modesto. With technology we are able to serve people from across the United States. Our professionals have many years of experience in financial services. We have a Certified QuickBooks ProAdvisor in QuickBooks Desktop, Online, and Enterprise who can help with your QuickBooks needs. In order to provide confidence and certainty to you & your business, we charge a flat rate monthly recurring fee for our services. We package all of our offerings packages for you to choose from. We are passionate about serving you and helping you succeed at achieving your financial goals.

QuickBooks Certified ProAdvisor - QuickBooks Online Certification QuickBooks Certified ProAdvisor - QuickBooks Certification

“We are approved for the Ramsey’s ELP Tax Program.”



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Investors who put off important investment decisions may face potential consequence to their future financial security.

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Healthy Body, Healthy Pocketbook

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One way to find money is to examine your current spending habits and eliminate money wasters.

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There are some smart strategies that may help you pursue your investment objectives

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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