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Our Services

Everything you need to achieve balance.

Live confidently today.

A meticulously personalized and tailored financial plan is a delicate balancing act. Balancing today and tomorrow, risk and returns, spending and saving, and so on. To achieve this balance, we offer you a range of services and knowledge so we can help you create a comprehensive plan that will allow you to live confidently today while preparing for a comfortable tomorrow.

Financial Planning

We’ll create a comprehensive, tailored, lifelong financial plan to help you manage your financial life today while preparing for a rewarding future. Of course, this plan will change as your life does, but we’ll be there to provide the guidance you need and make adjustments that keep you on track to reach your goals.

Investment Management

We’ll build a customized investment portfolio that’s aligned with your goals and objectives. We’ll utilize RFG’s innovative portfolio stress testing and risk assessment tools and meet regularly to review your progress and make any changes needed.

Retirement Planning

Retirement planning is always a top priority in our tailored financial plans. That said, we’ll evaluate where you are today and determine precisely what you need to do to achieve the future you want. We can also assist you in making investment choices with your existing retirement plan savings.

Insurance Services

Risk management is a critical part of any comprehensive financial plan. We offer you the insurance guidance you need and also assist with finding the best policies for your plan and budget.

Employee Benefits

We can help you effectively leverage your employee benefits, compensation package and, as mentioned previously, help you maximize your employer-sponsored retirement plan.

Education Planning

Whether you want to continue your own education or make plans to pay for your grandchild’s, we can help you with smart planning and tax-advantaged savings accounts.

Business Planning

From tax strategies to succession planning, we can assist with many of your business financial planning needs as well.

Estate Planning

We can help you minimize tax liability and maximize the legacy you leave for your family or other beneficiaries.

Charitable Giving

Support the causes you care about with efficient and effective charitable giving strategies.

We design innovative strategies for a bright financial future.

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 help prepare you for a secure, rewarding future.

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