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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Is your estate in order? This short quiz may help you assess your overall strategy.
For some, the social impact of investing is just as important as the return, perhaps more important.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
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.
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
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Women must be ready to spend, on average, more years in retirement than men.