Reliance Financial Advisors offers financial planning services tailored to each client's needs, covering areas like income tax, investments, debt management, retirement, estate, and insurance planning. RFA does not manage accounts or take discretionary authority over client accounts. The firm's owner, Mark Trauman, is also a registered representative with Commonwealth Financial Network and maintains a tax practice.
Reliance Financial Advisors charges $250 per hour for financial planning services. In some cases, a fixed fee may be negotiated with the client.