Here at REALM, we offer fee-only investment management services for 0.5% (or less for accounts over $1 million).
We'll help you decide which structure is best for you (and your small business).
Integrating investment management with tax planning for optimal after-tax outcomes for individuals and small businesses.
We'll help you minimize your taxes paid and maximize your tax refund.
REALM INVESTMENT CONSULTING
Low-Cost & Tax-Efficient Investing
Through our affiliated firm, R. Ron Elmer CPA PLLC, we can help you plan ahead to minimize your taxes paid and maximize your refund.
We can help you with your investments - including allocating your 401(k) plan.
Plan for your taxes before April 15th.