Areas of Focus
Investment Advisory IRA Rollover Accounts
Individual Brokerage Accounts
Joint Brokerage Accounts
Short/Long Term Disability
College Savings Plans
A financial plan is a document containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals. The plan is comprehensive and highly individualized to reflect the individual's personal and family situation, risk tolerance, and future expectations.
What We Offer Our Clients
Our service model is what sets us apart! We are a local business with multiple Registered Representatives and Investment Adviser Representatives who specialize in servicing individual client needs. Brent, Suzanne, and Andre will review your existing account portfolios and discuss your financial goals. They will provide honest and professional feedback on all facets of your portfolios and make the appropriate recommendations moving forward.
If we uncover any shortcomings, RFG will prioritize the issues and determine the best course of action. Perhaps there is a more suitable investment option that is a better fit to your individual goals. RFG will complete a needs analysis to fill any gaps in your financial plan.
Our partnership includes an ongoing commitment of service to our clients. If desired, we will perform annual plan reviews to help ensure the plan is on track to pursue your financial goals. Our staff is available to assist with day-to-day account requests and life events (such as RMDs, withdrawal request, investment changes, beneficiary updates, etc.).