We are a professional firm who work with exceptional clients.
We are committed to providing excellent service and sound financial strategies to help you meet your goals. We value building long-term relationships with our clients, so that we don't just meet - but also anticipate - many of your financial needs. We believe in offering sound profess ional advice tailored to the needs of the individual or business, in a language you will understand.
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Because we are small we believe we can provide timely service you can rely on and a warm personal touch that only a small firm can provide. Investment planning is similar to a medical checkup. Your finances are examined, a condition is diagnosed, and a plan is developed as a remedy for your financial ailment.
Initially, investment planning* can be an intimidating and complex process. But if broken down into a step by step process, then it is easily understood. At RL Bebo Financial Services we want to sit down with you and look at all the aspects of your financial world and construct a plan that strives to be manageable and attainable. Since 1981, RL Bebo has been assisting both individuals and small businesses with planning pertaining to the various aspects of financial services. Our planner serves as a financial consultant as well as a facilitator to design, implement, coordinate and lead a team effort for the achievement of a clients financial goals.
9641 S. Eastdell Drive, Suite100 Sandy,UT 84092 Tel-801-942-6181 Fax-801-942-1119
*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Newsletters
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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New SAVE Repayment Plan Offers Key Benefits
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.