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.
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.
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.
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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When considering life insurance, it's important to understand your options.
One way to find money is to examine your current spending habits and eliminate money wasters.
Apps that help small business owners better manage and grow their business.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?