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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Retirees traveling abroad need to know that their health insurance travels with them.
When you’re married and have children, insurance needs will be different.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.