RIA RULES, LLC
SAINT JOHNS, FLORIDA

RIA Rules, LLC, based out of Jacksonville, Florida, embarked on its journey to make managing finances simpler on August 12, 2004. Located at 109 Velvetleaf Drive, the firm has been committed to providing straightforward financial solutions for clients while ensuring their information remains secure and private, with no need to share account numbers. By pulling a client's entire financial portfolio into one convenient, up-to-date platform, RIA Rules helps busy folks keep track of all their finances-from various bank accounts, credit cards, personal loans, mortgages, to student loans-without the hassle of juggling multiple platforms. Beyond basic management, they dive deeper by providing fiduciary advice for investment portfolios. They guide clients towards lower-cost investment options without disrupting existing investment relationships. This approach not only potentially saves clients significant amounts but also can be valuable enough to cover their service fees based on the size of one's investments. By focusing on removing barriers and complexities, RIA Rules continues what it started as First Coast Planning, LLC under the same leadership with Richard M. Allison-a mission aiming to turn intricate financial landscapes into user-friendly tools that streamline life-saving decisions on a daily basis.