Areas of Focus
Retirement Planning
IRA
ROTH IRA
Rollover IRA
Variable/Index/Fixed ANNUITIES
Investment Advisory IRA Rollover Accounts
Individual Brokerage Accounts
Joint Brokerage Accounts
Variable/Index/Fixed Annuities
Insurance
Life Insurance
Short/Long Term Disability
College Savings Plans
529 Plans
Brokerage Accounts
Individual
Joint
Financial Planning
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
Account Review
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.
Investment Management
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.
Ongoing Service
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.).