Who We Are

Ronald L. Plaine, CFP®, EA, is the founder and principal of RLP Financial Management, a Fee-Only financial planning and tax advisory firm located in Schenectady, New York. The firm was founded in 1990 initially providing accounting and tax services primarily to small business clients. In working with clients on their taxes, Ron realized the importance of analyzing the clients entire financial profile. The tax return in many cases highlights areas of financial need that if addressed can significantly improve one's overall financial condition. This desire to assist clients in acheiving their financial goals and making sound financial decisions is the focus of our organization.

 

We impose no long-term contracts, net worth or account minimums to meet should you wish to become a client. Best of all, there are no commissions or sales pressure...ever. Ron is commited to providing unbiased advise, one question at a time or one financial plan at a time. The choice is always yours.

  • Summary of Education and Experience    
  • Registered Investment Advisor in the State of New York
  • Certified Financial Planner professional (CFP®)
  • Enrolled Agent to represent taxpayers before the Internal Revenue Service
  • BS - Niagara University

Whether you are young and just starting to plan for your financial future - or a bit older and feeling like you may not be on track to reaching your financial goals, Ron can show you how to organize and improve your current financial situation or set you on the right path to meet your goals.

For a no-obligation get acquainted meeting or for additional information, please click on the "Contact Us" tab.

Enewsletter

Featured News

©2019 RLP Financial Management. All rights reserved.