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RLJ Wealth Management

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United States
DeLand, FL
RLJ Wealth Management

20 Years of Helping People Plan Their Financial Future... Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events.

They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Rebecca's resources and expertise help you to prepare for such events, so that you can achieve your fundamental and lifestyle goals. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investm

ent advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with RLJ Wealth. RLJ Wealth does not offer tax or legal advice. Investor Disclosures:

This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

08/27/2026

Terms like CPI, PPI, and PCE get mentioned all the time in financial news, but many people aren’t sure how they differ or why they matter for their long-term financial picture. Each indicator helps show what’s happening with prices and inflation from a slightly different angle.

Understanding these trends can be especially important for retirement planning, wealth management, and long-term financial strategies.

If you're wondering how today’s inflation or market conditions could impact your retirement income strategy, we’re here to help. Reach out anytime to start the conversation.

08/13/2026

Building generational wealth isn’t about one big decision — it’s about taking consistent, intentional steps that support long-term financial stability for your family.

If creating a lasting legacy is one of your goals, our team at RLJ Wealth can help you explore the foundational strategies that support strong retirement planning, tax-efficient strategies, and thoughtful legacy planning.

Swipe to learn a few ways you can start laying the groundwork for your family’s future.

When you’re ready to build a strategy that aligns with your goals, we’re here to help. Reach out anytime to start planning with confidence.

08/11/2026

Age matters in investing, but it’s far from the whole story. A strong asset allocation strategy should reflect your retirement goals, your timeline, and how comfortable you are with market ups and downs.

At RLJ Wealth, we help retirees and pre-retirees build investment plans that support confidence and clarity throughout retirement.

If you’re wondering whether your current allocation still fits your long-term goals, our team would be happy to take a look. Reach out anytime to start the conversation.

08/06/2026

One question we encourage everyone to revisit each year is whether your financial strategy is still built to hold up as life, markets, and goals evolve. It’s a simple check-in that can reveal a lot about the strength and resilience of your long-term plan.

At RLJ Wealth, our team helps retirees and pre-retirees feel confident about the road ahead through clear retirement planning, wealth management, and tax-efficient strategies.

If you’re unsure how your plan might perform over the next five years, we’re here to help you gain clarity. Call us at (719) 528-8115 to schedule a review and make sure your strategy is built to last.

08/04/2026

Markets can feel unpredictable, but staying committed to a long-term investment plan is one of the strongest ways to build lasting financial security. If recent volatility has you second-guessing your approach, you’re not alone.

We put together a few reminders to help you stay focused on your long-term retirement goals and avoid reacting to short-term noise.

If you’d like to review your investment strategy or make sure it still aligns with your retirement plans, our team is here to help. Call us at (719) 528-8115.

07/23/2026

Retirement planning isn’t just about reaching a number in your savings account. Markets change, expenses shift, and your priorities evolve over time — which is why flexibility is key to building a sustainable retirement income strategy.

At RLJ Wealth, our team helps retirees and pre-retirees understand how adaptable withdrawal strategies can support long-term stability while still giving you the freedom to enjoy the lifestyle you’ve worked hard for.

Curious how a flexible approach fits into your retirement income plan? Call us at (719) 528-8115 to start the conversation.

07/21/2026

A strong retirement plan isn’t just about saving — it’s about understanding how your income and spending work together. When you know the difference between essential and discretionary expenses, it becomes easier to build a retirement income strategy that can adapt as life changes.

At RLJ Wealth, our team helps retirees and pre-retirees organize their spending so they can protect what matters most while maintaining flexibility.

Want guidance on structuring your retirement income plan? Give us a call at (719) 528-8115.

07/16/2026

We’re excited to share some big news from the RLJ Wealth family! 🎉
Our very own Don Thornton has officially earned his Certified Financial Planner® designation!

This is a tremendous achievement that reflects Don’s dedication, expertise, and heart for serving clients. We also want to recognize his wife, Brittany, for the incredible support she’s provided throughout his journey—behind every milestone is a team that makes it possible.

Join us in celebrating Don’s hard work, perseverance, and commitment to helping our clients pursue retirement with confidence and clarity!

07/15/2026

Business transitions like mergers, acquisitions, or restructurings can create uncertainty around a company’s retirement plan. At RLJ Wealth, we know how important it is for employers to understand what may happen to a 401(k) so they can support their teams with clarity and confidence.

Depending on the structure of the transition, retirement plans may be merged, terminated, or redesigned to fit the new organization’s goals. Knowing the possibilities ahead of time can help your company plan proactively.

If your organization is navigating a merger, acquisition, or restructuring, our team can help you review your 401(k) options and prepare for a smooth transition.

Have questions about retirement planning during business changes? We’re here to help.

07/08/2026

Mid-year is a great time to revisit your charitable giving strategy, especially with the 2026 tax changes approaching. Taking a moment now can help you stay ahead and make sure your giving remains both meaningful and tax-efficient.

Our team at RLJ Wealth is focused on helping you understand how updated thresholds may affect the timing and structure of your contributions so you can continue supporting the causes you care about.

If you want help reviewing your charitable giving plan or preparing for upcoming tax changes, we’re here to talk.

Address

124 N Stone St
Deland, FL
32720

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+13864005151

Website

https://rljwealth.com/

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