Financial Planning
We’ll create a comprehensive, customized and lifelong financial plan to help you manage your financial life today while also preparing for an exciting future. Of course, this plan will change as your life does, but we’ll provide the guidance you need and make adjustments that keep you on track to reach your goals.
Investment Management
We’ll build a personalized investment portfolio 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 for our clients. That said, we’ll evaluate where you are today and determine what you need to do to achieve the future you want. We can assist you in making investment choices within your existing retirement plan savings and also help you with income planning during retirement.
Education Planning
Whether you want to continue your own or help fund your grandchild’s education, we can help you with smart planning and tax-advantaged savings accounts.
Charitable Giving
Support the causes you care about with efficient and effective charitable giving strategies.
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. This includes guidance about long-term care insurance.
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. This includes guidance about long-term care insurance.
Trust and Foundation Planning
When used in estate and succession planning, trusts and foundations can offer asset protection, tax benefits and privacy. We have experience helping individuals, families and businesses establish, fund and plan for trusts and foundations to support causes they care about.
Tax Planning
A smart, strategic approach to taxes is a must-have. We’ll carefully analyze your situation and liabilities and create a tax plan that supports your goals and objectives.
Business Continuity and Succession Planning
For business owners, having a plan to protect their business today, and down the road, is essential. We have extensive experience creating business continuity and succession plans, conducting business value evaluations and finding the right insurance coverage to protect businesses and owners.
Executive Benefit Planning
We can help business owners create thoughtful, strategic and attractive benefits packages for key personnel.