Company Performance Metrics
Rule72 Financial provides fee-only financial planning and investment management for individuals, families, entrepreneurs, and veterans. The firm offers investment strategy and portfolio design, including asset allocation, risk management, and performance monitoring across client accounts. It provides retirement and financial independence planning,
advising on employer plans, IRAs, distribution strategies, and Roth conversions. Rule72 Financial delivers tax planning and charitable giving advice, including loss or gain harvesting and donor-advised fund structures. The firm also offers estate planning guidance on trusts, inheritances, legacy funding, and coordination with estate attorneys. Additional services include risk management and insurance assessments, banking and lending guidance, and support for philanthropic strategy, using technology platforms for account aggregation and financial analytics.
