The RLJ Retirement Matters Process

“It matters not.” Our founder, Rebecca Jones, is fond of using that phrase as a subtle yet powerful reminder that we shouldn’t fret or sweat certain things in life. With proper financial planning, retirement can be one of those things.

Retirement most certainly matters, but we believe it should be a cause for anticipation, not anxiety. Our three-step RLJ Retirement Matters process not only will help you protect the people, pursuits and projects you care about most, but it also will guide you in identifying matters that must be addressed to make your goals attainable.

Step 1: Dreams Matter

Before we can develop strategies to help you pursue your ideal retirement, we need to understand what an ideal retirement looks like to you. Our first meeting is a casual, comfortable conversation where we get to know your dreams, passions, concerns and current situation. You, meanwhile, get to know our principles, priorities and how we craft plans tailored just for you. We want to build great relationships before we build goal-oriented financial strategies.

Step 2: The Matter of Planning

At RLJ Wealth Management, planning is everything. We want you to spend your time and money enjoying life, not worrying about it; that means you need a plan that addresses every aspect of retirement. During our second meeting, we’ll assess your tolerance for risk, identify income streams and growth opportunities, examine potential tax efficiencies, discuss strategies to leave a legacy, help you guard against possible health issues and more.

Step 3: Matters of the Heart

This is the exciting moment when we reveal your comprehensive financial strategy — and you begin to take RLJ Retirement Matters into your own hands. After reviewing your strategy and making any necessary tweaks to optimize it, we’ll implement it so you can confidently chase everything from your grandkids to the desires of your heart. And if your circumstances or goals ever change, we’ll work with you on adjustments to ensure the plan continues to meet your needs.

We offer services in these three areas:


Ready yourself for retirement by putting your hard-earned assets to work.


  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers


Shield the assets that can help you live the retirement you've always imagined.


  • Asset Preservation Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies


Support the people and causes you care about the most.


  • IRA Legacy Planning
  • Donor Advised Funds
  • Federal Employee Benefit Analysis

We can also refer you to professionals who provide the following services:

Trusts     |     Probate     |     Charitable Giving     |     Estate Planning     |     Tax Planning

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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