facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Areas of Focus

Retirement Planning

  • IRA


  • Rollover IRA

  • Variable/Index/Fixed ANNUITIES

  • Investment Advisory IRA Rollover Accounts

  • Individual Brokerage Accounts

  • Joint Brokerage Accounts

  • Variable/Index/Fixed Annuities


  • 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.).

Check the background of this firm/advisor on FINRA’s BrokerCheck.