Here at REALM, we offer fee-only investment management services for 0.5% (or less for accounts over $1 million).
 

PLANNING

​Retirement Planning

We'll help you decide which structure is best for you (and your small business).

INVESTMENTS

D

Integrating investment management with tax planning for optimal after-tax outcomes for individuals and small businesses.

​Federal and State Forms

We'll help you minimize your taxes paid and maximize your tax refund.

C

REALM INVESTMENT CONSULTING

Low-Cost & Tax-Efficient Investing

A

TAXES

SERVICES 

B

Through our affiliated firm, R. Ron Elmer CPA PLLC, we can help you plan ahead to minimize your taxes paid and maximize your refund. 

​Investments

We can help you with your investments - including allocating your 401(k) plan.   

​​​Tax planning

Plan for your taxes before April 15th.