Investing

Work with our team of financial planners to craft the optimal investment strategy for your future.

Portfolio Analysis

We'll review your current portfolios to make sure they are suitable for your situation.

0% AUM Portfolio Management

Invest with Range and get our portfolio management with 0% AUM fees — potentially saving you thousands of dollars each year.

Ongoing Support

As your situation changes—or the market changes—the Range team is here to help you evaluate and adjust your investment strategy.

Taxes

Evaluate past filings and build future projections to understand the impact of your financial decision and reduce your tax burden.

Tax Analysis

Analyze your prior year’s tax return (Form 1040) and make recommendations to reduce your tax burden.

Tax Loss Harvesting

Evaluate your investment portfolios for opportunities to harvest tax losses and reduce your capital gains taxes.

Included with Platinum and Titanium plans.

Tax Projections

We’ll evaluate your tax burden year to date. Then we’ll create a strategy for the rest of the current tax year.

Included with Platinum and Titanium plans.

Retirement

Freedom isn’t just a goal—it’s the foundation. Every plan is built around the freedom to choose your own path, whether that’s the classic retirement or something entirely your own.

Retirement Income Analysis

Determine how much you'll need to retire the way you want. Review your current savings and contributions.

Personalized Retirement Strategies

We assess your retirement plan against potential risks to evaluate its likelihood of success—and make adjustments to increase your odds.

Long Term Tax Planning

Continually evaluate your plan to protect your retirement savings from undue taxation.

Estate, Education & Insurance

Get all your ducks in a row today to ensure your family is properly taken care of tomorrow.

Estate Planning

Our financial advisors will evaluate your existing estate plan documents to ensure they meet your current needs and objectives—and potentially coordinate drafting basic estate plans.

Education Savings

Ensure your saving strategy is taking full advantage of any tax breaks—and that it will sufficiently meet your goals.

Insurance Optimization

Analyze your current risk exposure across all insurance types to ensure you have the right coverage.

Real Estate

Get the most out of your real estate holdings and work with Range to ensure you’re responsibly building your portfolio.

Primary Residence Advice

Whether getting your first home or upgrading, understand how to best make your home purchase (i.e. 1031)—and how that might impact your cash flow.

Investment Property Analysis

For existing or potential properties, plan the proper ownership structure, and build the optimal lending and liquidity strategy.

Minimize Tax Exposure

For the purchase or operation of investment properties, work with Range to ensure you’re minimizing your tax burden (i.e. declaring active vs passive income).

Equity Compensation

Ensure you understand both the potential value of your equity compensation, and the tax implications involved with your ISOs, NSOs, RSAs, or RSUs.

Evaluate Your Equity Comp

Understand the value and options for existing equity comp, equity comp in a new job offer, or both.

Plan for Equity Events

Whether you’re looking at an early exercise, 10b5-1 trading, or an upcoming IPO, make decisions now to maximize the value of your equity (and minimize your tax burden).

Equity Comp Tax Projections

Get ahead of potentially large tax implications by understanding how to best manage your ISOs, NSOs, RSAs, and RSUs.

Cash Flow

Understand how your money comes in, where it's going, and how slight modifications could free up funds to do more.

Income and Expense Assessment

Evaluate your current income sources, household expenses, and obligations to gain a clear understanding of your financial situation—and potential.

Cash Flow Optimization

Calculate your net cash flow and build a strategy to increase disposable income so you can invest in the future or eliminate your debt.

Budget and Cash Flow Projections

Use comprehensive DIY tools to set budgets and build cash flow projections—then work with Range to allocate disposable income.