Financial Planning
What You Need to Know About
Financial Planning
Since 1956, RJ Ahmann Company has served businesses nationwide. RJA is a premier provider of financial planning services.
Can RJ Ahmann financial services help you?
Whether you're interested in building a scalable, cost-effective and diversified retirement plan for your company, or you wish to establish a more extensive executive compensation program, you've come to the right place. RJ Ahmann is an independent, boutique financial services firm that provides customized corporate retirement and executive plans, as well as investment management for organizations and individuals.
What we do for businesses:
Businesses of all sizes rely on RJ Ahmann for smart, innovative financial solutions. We do not provide canned, one-size-fits-all products. First, we fully understand your needs and then we engineer a superior solution from the ground up. If RJ Ahmann already provides your insurance and risk management, our financial team will consult with your insurance team to ensure you get an integrated multi-faceted solution. The result is a superior plan that positions your company to manage risk, while attracting and retaining the best talent and achieving business goals.
Business products and services include:
- Corporate retirement plans, including 401(k), 403(b), and 457 plans
- Business succession and transition planning
- Executive insurance strategies, such as key man, disability and life
- ERISA-based compliance programs and procedures
- Tools and resources to help employees meet their retirement savings goals
- Financial risk management and cost control
- Assistance with building new plans or enhancing existing programs
What we do for executives:
RJ Ahmann serves the executive benefit needs of key employees, directors, officers and other highly compensated individuals. Through expertise in nonqualified benefit practice areas, RJ Ahmann seeks to find solutions to one or more of the following primary executive benefit challenges:
- Correcting inefficiencies in existing executive benefit programs
- Establishing and tailoring executive incentives
- Providing director benefits
- Creating tools for companies to recruit, retain and reward management talent
What we do for individuals and families:
Many of our business clients also have unique personal financial needs, and we're here to help with those as well. Private client solutions and services include:
- Investment management services
- Estate planning
- Concentrated wealth and equity strategies
- Wills and family trusts
- Charitable and philanthropic planning
- Independent asset management
Why RJ Ahmann?
There are thousands of financial firms eager to sell you financial tools and products. But, if you don't want to settle for something off-the-shelf, and you believe in the power of tailored, customized solutions, RJ Ahmann is the best choice. We are highly specialized and have an unparalleled level of expertise in the retirement plan arena. Furthermore, we make every client feel as if he or she is our only client.
Here's what you can expect when you work with RJ Ahmann:
- Independent, flexible advice: Unlike many "captive" firms, we're not tied to representing one line of products. In fact, we have relationships with hundreds of providers. This means you can rest assured that you'll always receive the best solution and the best price for your unique situation.
- Transparency: We understand that it's important to know where your money is going and how it's invested. We keep you fully informed at all times.
- Advocacy: RJ Ahmann has earned a stellar reputation in the industry and applies its clout on your behalf. We work for you!
- Depth and breadth of experience: As the third largest firm in Minnesota, we've worked with a variety of businesses with a variety of needs. Our experience will help you avoid costly mistakes.
- Integration: When you choose RJ Ahmann, you receive a complete suite of top tier services from one convenient source. When you work with many vendors, things tend to slip through the cracks. With RJ Ahmann, you benefit from a combined resource team that thinks of every angle and optimizes your results.
- Service: Say goodbye to frustrating phone systems and delay tactics. RJ Ahmann provides local, responsive and personalized service. We'll be here when you need us. Furthermore, we have extensive external and internal resources, so if we don't know the answer, we'll do whatever it takes to find it for you. There's a good reason our financial services retention rate exceeds 97 percent, and many clients have been with us for decades!
Ready to Learn More? RJ Ahmann is Ready to Help with Financial Planning Solutions!