Your Financial Future
For many people, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm Reliance Investment Management LLC comes in.
Whether you're facing retirement - or looking to better understand investment ideas - we at Reliance Investment Management have the expertise to help you address your most pressing money questions.
As an Independent Registered Investment Advisor firm, Reliance Investment Management has a fiduciary duty to serve only our clients interests. Our advisors first and only priority is you and your family overall financial success.
Whether it is for Wealth Management, Financial Planning & Advice or Estate Planning, we want to learn more about your personal situation, identify your goals and dreams and then develop the plans and strategies to get you to where you want to be.
Long-term relationships that encourage open and honest communication provide the foundation for our clients success.
When you are a client of Reliance Investment Management you can always be assured that we will work only for you.
For more information about our services, including a no cost initial consultation please give us a call at (425) 681 - 0110.
Our website is filled with educational videos, articles, presentations, and financial calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer. We are always available to take care of you and your financial needs.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
It sounds simple, but paying yourself first can really pay off.
Simple steps may help you foil hackers and protect your privacy.
Term insurance is the simplest form of life insurance. Here's how it works.
Lifestyle considerations in creating your retirement portfolio.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Do you know where the idea of “retirement” comes from?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Women must be ready to spend, on average, more years in retirement than men.
Here’s a crash course on saving for college.