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NEED A ROAD MAP FOR YOUR FINANCIAL FUTURE?
We help clients achieve their financial goals through personal planning and advice. Our advisors listen to your dreams and goals, create a personalized financial plan, and track your progress over time.
We cherish long-term, personal relationships above all other considerations. Our approach enables clients to build a strong, integrated financial future. Located in Raleigh, NC, we serve a growing list of clients across the United States.
You have meaningful goals. Our Financial Advisors can help you reach them. For nearly 30 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. We understand our clients’ aspirations, and we’re as devoted to their goals as they are.
WHY CHOOSE RUKOSKY & ASSOCIATES FINANCIAL GROUP
WHAT MAKES US DIFFERENT:
- CLIENTS COME FIRST
- HIGH VALUES
- PERSONALIZED SERVICE
- LISTEN TO YOUR PRIORITIES
- INVESTING CAPABILITIES
- NEWS & GUIDANCE
- INVESTMENT PHILOSOPHIES
LETS MAKE A PLAN TOGETHER
LET THE RUKOSKY & ASSOCIATES FINANCIAL GROUP HELP GROW YOUR WEALTH
DEDICATED FINANCIAL ADVISORS WHO PROVIDE YOU THE ATTENTION AND RESPECT YOUR DESERVE.
Rukosky & Associates Financial Group works to examine your current situation, help set financial goals and measure your progress. We follow these steps to ensure we exceed clients expectations.
ESTABLISHING A RELATIONSHIP
Your financial planner will explain his or her financial planning services and define each of your responsibilities. Along with compensation, you’ll discuss how long the professional relationship will last and how to make decisions.
REVIEW FINANCES & GOALS
We will talk about your current financial situation and gather any necessary documents. Together we will define your personal and financial goals, including timeframes. You may also want to discuss your comfort level when it comes to taking financial risks.
EVALUATE YOUR FINANCIAL STATUS
Together we will consider all aspects of your situation to determine what you need to do to meet your goals. Depending on what services you’ve asked for, your planner may analyze your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
REVIEW OUR RECOMMENDATIONS
We will go over his or her financial recommendations, explaining the rationale so you can make informed decisions. At this stage, your planner will also listen to any concerns you may have and revise your planners recommendations if necessary.
SET YOUR COURSE
We will need to agree on how the recommendations will be carried out. Your planner may carry out the recommendations or serve as your coach, coordinating the process with you and other professionals, like attorneys or mutual fund companies.
BENCHMARK YOUR PROGRESS
As you work toward your goals, we will need to decide who will monitor your progress to make sure you’re staying on track. If the planner is in charge, he or she will check in from time to time, reviewing your situation and making any necessary adjustments to his or her recommendations.
WE ARE SO MUCH MORE THAN A FINANCIAL PLANNING SERVICE COMPANY
RUKOSKY & ASSOCIATES FINANCIAL PLANNING GROUP OFFERS A FULL SUITE OF FINANCIAL SERVICES FOR OUR CLIENTS
NO MATTER WHERE YOU ARE IN LIFE
OUR FINANCIAL PLANNERS ARE HERE TO HELP YOU EVERY STEP OF THE WAY
From planning for retirement to saving for college, Rukosky & Associates Financial Group are here and ready to help you develop a comprehensive strategy to reach your short-and long-term financial goals.
STARTING OUT
It’s never too early to get on the right financial path. Let us provide you with the tools to start out on the right foot.
SETTLING DOWN
Don’t take on life’s big decisions alone. Let’s work together so we can help create a roadmap to a successful future.
MID-LIFE
Got long-term planning on your mind? Seek professional advice to help you prioritize your financial to-do list.
NEAR RETIRMENT
You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire… right? Maybe not, lets make sure!
LOVING RETIRMENT
It’s time to enjoy your retirement, meaning more free time with friends, family. Still need financial planning? Yes!
ARE YOU READY TO HAVE A CONVERSATION
HERE ARE SOME TIPS TO MAKE THE MOST OF YOUR FIRST MEETING WITH THE RUKOSKY & ASSOCIATES FINANCIAL GROUP
SET ASIDE SOME TIME
The first financial planning meeting will take some time. Be prepared for a lengthy discussion about your finances to help your planner get started. This will help us make the most out of our time together.
DEFINE YOUR GOALS
There’s no avoiding this question – as your planner, we will ask about your financial goals in detail and likely ask you to prioritize them, too. Make sure to take time before our meeting to consider your top short- and long-term goals.
BE OPEN AND HONEST
As your financial planner we will need to have a comprehensive understanding of your financial life, as well as your attitude toward risk and experience with money management. Depending on what services you’ve asked for, we will analyze your assets, liabilities and cash flow, current insurance coverage, investments and/or tax strategies
DO SOME HOUSEKEEPING
As your financial planner we will fully understand your financial situation and we will outline a process for developing our recommendations. Before you proceed, make sure to discuss fees, potential conflicts of interest and details of your working relationship with your planner. And don’t be afraid to ask us tough questions.
READY TO START PLANNING – CONTACT US!
CLIENT SUCCESS STORIES
DON’T TAKE OUR WORD FOR IT, LISTEN TO WHAT OUR CLIENTS SAY
- We were able to set up some financial goals for me, and I’m excited to be able to start saving the money I’m wasting. A. Whitman
- Go see Rukosky & Associates for all your financial needs. My husband and I received great retirement planning advice! C. Tharrington
- John is great to work with and has provided excellent guidance in our effort to plan our finances and retirement! G. Wheeler
LEADERSHIP TEAM
WE VALUE EACH AND EVERY CLIENT RELATIONSHIP
JOHN T. RUKOSKY, EA
PRESIDENT
With over 30 years of personal and business financial planning, employee benefits marketing, and tax preparation experience, John is able to review a client’s particular tax or financial situation with a deep knowledge and uncommonly-found holistic approach. John is an Enrolled Agent with the Internal Revenue Service and is the founder of Rukosky & Associates Inc.
