Our techniques shift your mindset to help you define your goals and think about what you will want in the future. With this tactic, your money is managed to deliver as well as align with your values and beliefs wherever you may be on this journey.
We help you identify and prioritize your financial priorities which give you more confidence and creates a better, more personalized wealth management strategy. This strategy provides balance and empowers you to make informed decisions about the people and things that mean the most.
Pure, holistic, sustainable, and authentic — we put your best interests before your own. We are straightforward about what we do and why we do it. Whether you are just starting out, in transition, or realigning — we are here with you, every step of the way.
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.
Visit StrongHer MoneyThis 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 and coach you through.
Once your financial goals are identified, we’ll build a customized portfolio to help meet them. Leveraging RFG’s innovative portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
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, which 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.
See First Hand Our Client Portal ExperienceTraditional, Roth, and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs, and more.
Learn about the education investing options available to you, and start investing for your child’s future today.
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
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 works, so that they know how to best manage it going forward.
Contact us today to learn more about our financial services, or to get started now developing a financial plan for your future.
