Client Profile

Our clients encompass business owners, executives and other professional service providers, pre and post retirees and those individuals who have encountered a life changing event such as the loss of a loved one, a job or divorce.

Our services are targeted towards individuals who are typically age 30 or older, enjoy an annual household income exceeding $100,000 per year with investable assets.

At RL Bebo Financial Services we deliver experience and knowledge to our clients while providing oversight to their portfolios. Enabling our clients to spend their precious time on the things they enjoy and cherish. We offer our clients counsel and guidance with sound biblical financial principles, utilizing a variety of investment products designed to help clients progress toward their goals.

RL Bebo Financial Services provides investment management services and comprehensive fee based planning. We utilize various financial products from the most respected providers in the industry. These products are designed for wealth accumulation, risk management, education funding and employee benefits.