I wanted to let everyone know about three very important things you should be aware of with Rinkey Investments.
Point 1
Rinkey Investments recently celebrated its third anniversary and naturally we spent some time reflecting on the past. It became readily apparent while serving our clients that financial health extends well-beyond investing. We believe that you need to manage and integrate your life goals, career, income, investment planning, debt management, insurance protection, tax planning and estate planning to achieve personal financial success.
So we took a long, hard look at who we are, what we do, and how we serve and realized it was time for several evolutionary changes. With that reflection came a new company name – Illumination Wealth Management. We believe that wealth management involves maximizing your wealth by incorporating all of your resources – financial, emotional, physical and spiritual. The Illumination name conveys our commitment to help our clients attain real wealth, both on the balance sheet and in their lives.
Point 2
We have enhanced our services to ensure your financial-life decisions are not made in isolation, but it coordination with your life vision. We are now offering ongoing, comprehensive financial planning and wealth management services. Traditional financial management focuses only on your investments and does not think about your entire picture. Our advice-based wealth management is here to help you make the best possible financial decisions over your entire financial life. We believe our best work is done for the clients that we work with on an ongoing and collaborative basis, with their lifetime goals at the core.
Point 3
In conjunction with those other improvements we have developed a new website – www.illuminationwealth.com. Please take a minute or two to check it out and let me know what you think. As a company, we have committed ourselves to evolve the various channels and mediums used to communicate with you. Our new website has been designed to foster that vital communication and ongoing education including our Real Wealth Webinar series.
Please check our website, blog and events section frequently as we continue to update it with exciting information created to educate, communicate and inspire you to take action in achieving your goals.
If you are interested in learning more about how Illumination approaches planning for your specific needs, e-mail me back at matt@illuminationwealth.com and I would be happy to talk with you in more detail. I look forward to hearing back from you.