Our Services
Financial Planning
This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. We’ll analyze items like your financial statements, tax returns, cash flow and budget. From there we will create a plan of action that we’ll coach you through.
Investment Management
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s innovative portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
FETCH Financial Life Hub
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.
See First Hand Our Client Portal ExperienceIndividual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Business Retirement Plans
Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Education Funding
Learn about the education investing options available to you, and start investing for your child’s future today.
StrongHer Money
Recognizing that men and women think and talk about money differently, RFG Advisory created an educational website designed for women to learn how to live financially fearless.
Visit StrongHer MoneyGiving Strategies
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
Insurance Consulting
Many people are confused about how their insurance policies work and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policies works, so that they know how to best manage it going forward.