ABOUT US
RML FINANCIAL GROUP
Robert M. LaCharite
Financial Professional
A seasoned professional with over 35 years in the financial services industry, Bob LaCharite is the founder of RML Financial and serves as the firm’s President. As President, Bob sets the firms overall direction and its investment strategy. Relationships and trust are the values on which RML Financial has been built and Bob ensures every team member prioritizes a client’s best interests.
A lifetime member of the Million Dollar Roundtable*, Bob has focused his efforts on comprehensive financial planning with an emphasis on retirement, estate and income planning. He specializes in long-term care planning for adults and their adult children, offering education and guidance to help clients understand their options and make informed decisions.
Married to his wife Diane of over 30 years with two kids and three grandchildren, Bob knows the importance of family. He and his team can help guide clients through all of the major milestones of life and provide solutions to bring financial peace of mind and financial security. From college planning to asset protection, life insurance and annuities, Bob has created RML Financial to provide answers for all of your financial and insurance planning needs.
As your financial advisor, Bob is dedicated to helping you establish, enhance and protect your financial wellness.
RML Financial.
Strategies tailored to you for your financial wellness.
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
OUR APPROACH
As with any long journey, we begin financial planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to help you chart the course. And while we can never predict all the bumps and diversions, we can better prepare for them.
01
LEARN
We begin with a call to get to know you and understand your goals and challenges.
02
TEACH
The next step is a one-hour complimentary no-obligation review, tailored to your situation. During the review, our advisors will educate you on your current investments and make recommendations to help you reach your goals.
03
BEGIN
When you agree to work with RML Financial Group, we will work together to implement the plan we have agreed upon.
04
STAY
Stay the course. Our advisors work diligently to keep you accountable to the plan we
have agreed upon.