Randy Yozipovic:

The families we work best with value relationships and personal service. And it's also important to them that they have a comprehensive financial plan. They want all aspects of their financial life to be integrated with the advisory team that they're going to work with.

Ian Munro:

But at the same time, the families we work best with would also rather be doing something else that they love instead of looking at a computer screen all day, thinking about their finances. They want to achieve their financial goals, but they don't want to be involved in the day to day minutia of getting there.

Randy Yozipovic:

So if you think of a financial plan as the foundation of the house or the blueprints and all the financial solutions or products you could use as the building materials, there's a lot of choices and we want to help you navigate them.

Ian Munro:

Yes, all houses use similar building materials, just like all financial plans should incorporate investments, tax reduction, protection or insurance and legacy building. But which materials you use, how much you use and where to use them needs to be specific to your house and your financial plan.

Ian Munro:

At R and R Investment Partners. You only get advice that is right for you and your family and delivered by someone who knows you, your goals and your preferences.

Randy Yozipovic:

Basically, the way we look to operate with our clients is the same way we would want someone to work with our own families if we weren't in the profession ourselves. So, if the families we've described that we help best sound like you, feel free to reach out, we can sit down, see if there's a fit and see if we can help you on your road and your journey.