Personal Advisory

Managing your finances can be complicated, confusing and time-consuming. Tax rules change often, making it hard to be proactive. That why it’s so important to stay on top of them. Too often investment decisions are made based on emotion instead of objective analysis. We’ll keep you focused so you can make good decisions.

When an unexpected event like an inheritance, marriage or birth occurs, most people aren’t prepared for the financial and tax implications. Let Rhee + Company help you navigate the expected and unexpected life events that come with financial implications. Count on us to build a sound, proactive financial plan to protect you and your family.