Rhinebeck Asset Management

Your financial situation changes throughout the seasons of your life. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. Rhinebeck Asset Management can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short term event, or investing your money for longer term goals like retirement, you need a financial partner who will tend to your investment needs over time.

Full Service Brokerage	Financial Planning
NYSE/NASDAQ Equities Corporate bonds Municipal bonds Government bonds Mutual Funds	Retirement planning College planning 401k & 403b Rollover Tax advantage planning*
Professional Asset Management	Wealth Management Planning
Professionally managed, customized investment portfolios Wrap accounts	Accumulation Preservation Distribution
Annuities	Individual Life Insurance
Fixed Variable Index	Term Whole life Variable life
Insurance Planning	Business Continuity Planning
Guaranteed income planning** Life insurance planning Disability insurance planning Long term care planning	Key Person Buy / Sell agreements Disability buy out Succession planning Simple & SEP Plans

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* We do not provide tax advice. Consult your tax advisor. ** All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.