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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Currency has been around for a long time. Here’s a quick history lesson.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Life insurance proceeds are generally tax-free. But not in all cases.
Good employee health can be great for the company’s bottom line.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When should you take your Social Security benefit?
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.