Trusted guidance and objective advice
We consider all aspects of your life when creating a comprehensive financial strategy for you. Our ability to tap into a broad range of services and products allows us to execute your strategy, monitor your progress and prepare you for a secure, rewarding future.
This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. We’ll analyze items like your financial statements, tax returns, cash flow and budget. From there, we will create a plan of action that we will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools, we ensure that your questions are answered and your needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Similar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. We will work with the applicable members of your team – the CPAs, attorneys, lenders – to make sure we’re working together on your behalf.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, that may include a trust or a durable power of attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.
Knowledge truly is power. We consider the teaching aspect of our job the most important – whether that’s in a private client meeting or a larger educational event. We enjoy discussions about current market observations, investing in your values and general wealth concepts.
Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless.
Many people are confused about how their insurance policies work and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policies work, so that they know how to best manage them going forward.