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INVESTMENT MANAGEMENT

RML FINANCIAL GROUP

Our investment strategy focuses on the creation and implementation of a plan that strives to produce a growing stream of income leading up to, and throughout one’s retirement years, while attempting to protect purchasing power.

We use specialized independent research to help make our investment decisions. We do not use consumer media information (magazines, television shows or radio programs) or research provided by large sales organizations to make our investment decisions. We believe it is necessary to keep an investment account current and in-tune with the markets and economic conditions, but fixed required changes are not the answer. Our on-going evaluations are accomplished through office meetings and scheduled account reviews.

Our investment philosophy centers on what we can control.

 

Things we can control:

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  • Income

  • Diversification

  • Holding Periods

  • Size of Individual Positions

 

Things we can’t control:

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  • World Events

  • Stock Market Fluctuations

  • Interest Rates

 

Investment success is not about making accurate predictions. It is about following the right principals. Good investment management is about applying common sense with some fundamental forward-looking analyses to make prudent judgments for the purpose of accumulation, growing and protecting wealth. Our purpose is not to beat the market, but to help clients identify and pursue their financial goals.

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101 Base Lodge Lane, Swansea, MA 02777  •  401.952.0720

Check the background of this financial professional on FINRA's BrokerCheck

 

 

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW.

 

Insurance services also offered by representatives of RML Financial Group.

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Click to view our Customer Relationship Summary.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

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This communication is strictly intended for individuals residing in the states of CT, FL, MA, MI, RI, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2019 RML Financial Group. All Rights Reserved.

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