Welcome to R Squared Financial

Financial Planning

From individuals just getting started to those managing through retirement, we're here to help you develop a goal based strategy to save and invest effectively for yourself and the ones you love.

Investment Management

It's important to understand the assets you own and why. We clarify the important aspects of investing and help you develop a disciplined strategy based upon your unique situation.

Retirement Focus

Our focus on helping implement an income strategy while continuing to grow assets for future needs is essential to realizing a successful investment experience. 

About Us

We listen while you discuss your needs, and concerns. Then we’ll help you by providing informed direction and on-going advice.