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RNL & ASSOCIATES

Your Dreams.
Your Journey.
Your Future.


YOUR UNIQUE JOURNEY

At RNL & Associates, we understand that your financial priorities are unique and
personal — such as saving for a child’s education, taking an early retirement,
caring for aging parents, or coping with serious illness or death. Our holistic
approach to personalized financial planning reflects your individual
circumstances and focuses on your goals. From day-to-day finances to retirement
planning; investment planning to estate strategies; insurance to tax strategies
— we can help you make sense of it all.




ACCOUNT ACCESS



JUNE 2024 NEWSLETTER








CONTACT US


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 * About Us
   * Meet Our Team
   * What Sets Us Apart
   * Independence Matters
   * Getting Started

 * Our Services

 * Client Center
   * Account Access
   * Financial Calculators

 * Contact Us

CONTACT

Office: 802.773.4115

Fax: 802.773.3046

86 North Main Street

Rutland, VT 05701

katie@lazzaroassociates.com



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 RNL & Associates



RNL & Associates 86 North Main Street, Rutland, VT 05701 | P 802.773.4115 |  F
802.773.3046

The Financial Advisor(s) associated with this website may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance
products and services are separate from and not offered through Commonwealth
Financial Network® RNL & Associates is a division of BerkshireBanc Investment
Services. BerkshireBanc Investment Services and RNL & Associates are not
registered as a Broker Dealer or Registered Investment Adviser. BerkshireBanc
Investment Services and Commonwealth are separate and unaffiliated entities.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a
bank/financial institution, and are subject to risks, including possible loss of
the principal invested.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security. Investments involve risk and unless otherwise stated, are
not guaranteed.

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