We start with a personal game plan. We work together to identify your needs, wants, dreams and concerns. We’ll analyze items like your financial statements, tax returns, budget and cash flow.
We will build a customized investment portfolio based on your financial goals utilizing technology such as RFG’s innovated portfolio stress testing and risk assessment tools. We’ll meet regularly to review your progress and make adjustments as needed.
We share your mission to help your employees achieve their financial goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
Learn about the education investing options available to you, and start investing for your child’s future today.
Our estate planning process assists with the transfer of assets and helps you minimize taxes to your heirs and enables your money to go to who, what and where you want it to go.
Tax strategy is a critical part of financial planning. All of the products and account types can become overwhelming, but it is key to understand the effect taxes have on your portfolios and income needs.
Risk management and insurance planning are a vital part of a financial plan. We offer a wide array of products to include life insurance, long term care and annuities to name a few.
Whether you choose to donate cash equivalents, stock or other appreciated assets, we offer a simple and efficient way to make a tax deductible donation to your favorite church, charity or educational institution.
