Ralph Zelenock - RBC Wealth Management

Ralph Zelenock AWM

First Vice President - Financial Advisor - Consulting Group

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Five Timely Financial Resolutions for 2012

It’s not too late to take some time to reflect on 2011 and ponder possibilities for the future. From a financial perspective, two things become clear: you have important goals as an investor and you need a plan to help you meet those goals. So I suggest you consider these resolutions:

Get your retirement assets in shape and consolidate.
Increase your retirement contributions.
Implement an asset allocation plan.
Review your life insurance policy.
Open a college savings account.

Contact me to discuss these suggestions and schedule a meeting to plan for the year ahead.

Value Statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Ralph Zelenock is currently registered to conduct business with residents of the following states: CA, CO, FL, LA, MI, PA, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.