Learn How To Build A Plan For Your Financial Future.

If you have a “Self-directed” 401k or 403b account let us help you learn with educational support how to create a plan to meet your goals.

Free 30 Minute Consultation

Retirement planning can be daunting, but it is essential for ensuring a financially stable future.

Whether you are just starting your career or nearing retirement age, it is important to start thinking about your options.

A 401(k) can be a great way to save for your future, but it can be complex, and it is important to understand all your options.

The major key to a better future is you. Learn how to handle difficulty. With Patience, You can learn how  to get stronger, better, and wiser, by improving your learning skills. 

Who We Are

At RM Chart, we are a boutique consulting firm focused on helping you navigate the world of 401(k)s and other retirement options.

Our team of professionals provides you with the best possible consulting services to meet your retirement needs. Whether you are just starting to think about retirement or are ready to plan, we can help.

Learn More

Testimonials

“This company has been helping me manage my retirement account for years. The owner is dedicated and gives great feedback and updates on current market trends. If you have questions, he will take the time to answer them. He’s quite thorough and attentive. You’re in great hands."
“I’m new to 40lk financial literacy, and because of RM Chart I’m understanding it a lot better."
“ I am very well pleased with the services I have received from RM Chart . My expectations were not only met but far exceeded. I have a better understanding and knowledge base of the terminology and tools used in the management of my portfolio."
“I’m learning how to manage my 401k with the support of RM Chart. Prior to meeting Mr. Rodney, I would avoid looking at my 401k because I didn’t understand what I was looking at, and I didn’t want to mess anything up. After our first meeting I could hardly sleep because I was so excited about being able to grow my 401k retirement plan."
“I’m learning how to manage my 401k with the support of RM Chart. The support has been amazing. I would highly recommend them."
“Hey my name is Tyrone M. and I have been working my FRS Retirement 401k with Rodney and his company since 2017. In that time, I have learned a lot from him as far as what to do with my account in response to the Market. He knows when it’s going to be a good day or week or even a month well in advance. He would instruct me when to make adjustments to my portfolio, so that I have the best opportunity to make money and grow my account balance. He’s very knowledgeable of what’s on with the Market weekly and keeps you updated on the changes and recommendations needed to manage your portfolio. I highly recommend him to anyone who needs guidance to get their retirement account in order. I want to say Thank You for your service and support in helping me with my portfolio and putting me on the path towards my retirement goal. Thank you for your services."
“I am getting the knowledge and support for my 401k from RM Chart."
“I am so thankful for RM Chart LLC. I am becoming more confident in my ability to manage my own 401k. When I first started this journey I was so confused as I had no idea where to start. Things are getting easier to manage on my own and I have seen it grow so much!"
"RM Chart has been instrumental in not only helping me to manage my 401k but also understanding investments in general, which includes the possible benefits and risks. In addition, I appreciate the patience shown, as well as the care and attention to detail provided during our interactions. Expectations are clearly described and questions are thoroughly answered. RM Chart is a joy to work with."
“For an individual who does not understand the stock Market and other investment options, RM Chart has been a blessing to me. Not only does Rodney explain investment options, but he also provides me with supporting articles and other relevant information to assist me in making decisions. During these difficult months of the recession, he has patiently walk me through its impact on my financial portfolio. I greatly appreciate Rodney’s personal attention to the details of the whole portfolio and his ability to distinguish short term results from long range goals. Reminding me of the economic cycles that are real in this world, has actually given me a realistic hope. Producing financial stability and growth during times when others only see losses shows how Rodney has not only a skill, but also a great talent in his work. I thank God his is on my side."
"Rodney has been an excellent advisor and educator. He answers all my questions and explains things to me in a was that I understand. He does not pressure me into anything I am not comfortable with. He’s knowledgeable, helpful, and always available when I need him. I highly recommend RM Chart with helping you reach your retirement goals."
"Thank you is not enough to say for what you have done for me. The financial gains and guidance you have provided for me with multiple sources of income made it possible for me to retire and never have to work again unless I desired to. May God continue to bless you with your gift of helping others."
"Thanks to RM Chart for the consultation. Not only am I learning how to manage my money but also how to maximize my accounts and earn even more profits and gains. Thanks RM Chart your knowledge has been a game changer for me!"
"Ever since I decided to open an IRA and put my finances in the hands of RM Chart, I’ve been extremely happy with my results. I also appreciate the personal attention that I receive which you don’t have with one of the larger financial services companies. The weekly updates on the market and politics that affect my investments and allocations are also a major help in understanding how things work."
"I’m learning how to manage my 401k with the support of RM Chart. Additionally, Mr. McNeil makes sure that I understand why he is making the recommendations that he does in a way that I can understand."
"Mr. McNeil has been a great asset to my financial growth and management of my 401k. The support of RM Chart is unmatched. If you are in search of a company that cares and guides with compassion along with providing a wealth of knowledge, then look no further RM Chart is the right company to manage your 401k."
"I met Rodney McNeil in 2015 when I was having financial issues with my previous financial company. With his help, I was able to move my account to Fidelity and make changes to help my investments grow. In 2019 I was finally in a place where I could start investing in my 401k. With the support of RM Chart assistance, I’m learning how to manage my 401k for my future."
"Mr. McNeil is the perfect professional. As a person new to investing new to investing it was very comforting knowing that my money, personal information and financial future were in ethical, knowledgeable and experienced hands. We are greatly appreciative to RM Chart."