At RFG, we are a single resource financial planning firm. We assist our clients with a myriad of issues, often capitalizing on our extensive capital markets expertise and hand selected network of professionals across a variety of disciplines including:
Executing on the custom strategies within your plan requires various products, solutions, and services. We offer an array to help achieve your goals, under your timeline, and within your budget. Your individual plan is a roadmap that outlines your wealth accumulating, growing, and being protected for now, the future and your legacy.
Your plan begins by analyzing your cash-flow and risk management needs. Next, you’ll be provided strategies and solutions for wealth accumulation and tax mitigation. Finally, you’ll have a game plan for retirement and estate.
"After years of providing guidance and improvements regarding our investment strategy, RFG helped us navigate a complex estate plan and execute the ideal solution for us. We greatly appreciate what they do!"
"RFG helped our charity The Heartest Yard, locate and implement a best in class cash management strategy which has maximized our Charity's ability to impact those we serve in our community."
Retired NFL All-Pro, Fox Analyst, The Heartest Yard Founder
General Manager, The Carolina Panthers
Shawn & Michele Devinney
Owners, PumpOne Environmental
**The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.