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

You don’t need to be a Wall Street expert to invest effectively; we simplify the important aspects of investing and help you develop a disciplined strategy based upon your unique situation.

Self Employed &
Business Benefits

You work hard and deserve good benefits. We help businesses of any size implement and manage retirement plans and benefits.

Self-Directed
401k

Find out if your company sponsored 401k plan offers a self-directed option where we can help you plan for retirement and develop a customized investment strategy based upon your goals.


About Us

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