Rcs Financial Planning, LLC

RCS Financial Planning, LLC is a Limited Liability Company established in November 2017, with Thaddeus N Toal Jr as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements and have the option to grant discretionary authority for securities selection and transactions. RCS follows a fiduciary duty to act in clients' best interests and avoid favoritism among client portfolios. The firm also provides ongoing financial planning services, pension consulting, and financial planning covering various aspects like investment, tax, and retirement planning. Clients may impose restrictions on investments based on personal values. RCS charges asset-based fees for portfolio management and fixed fees for financial planning and pension consulting. The firm does not accept performance-based fees and serves individuals, high-net-worth individuals, and pension and profit-sharing plans. Clients have the option to direct brokerage and receive quarterly account reports. RCS does not participate in wrap fee programs and recommends custodians based on best execution practices. The firm does not accept compensation for the sale of securities and does not engage in performance-based fees. Clients have the option to direct brokerage and receive quarterly account reports. RCS does not participate in wrap fee programs and recommends custodians based on best execution practices. The firm does not accept compensation for the sale of securities and does not engage in performance-based fees.