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Comprehensive Solutions for Complex Needs

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In many years of helping people feel more confident about their finances, one thing has always held true: No two people are alike, and no two circumstances are the same. Each person has a unique relationship with money and unique ambitions for how they want that money to perform. Therefore, before offering advice of any kind, we feel it’s of paramount importance that we deeply know you, your individual situation, and what motivates your decisions. This provides a framework for us to begin helping you address three tough financial questions:  

1. What amount of money will you need to maintain your standard of living and have that money last through your life expectancy? 

2. Doing what you are currently doing, how long will you have to work to retire at your current lifestyle without fear of running out of money? 

3. If you don’t do anything differently than what you are doing today, will you have to reduce your standard of living in retirement so your money lasts as long as you need? 

Once we’ve addressed these important questions, we can build a comprehensive financial plan that is custom-tailored just for you.

Individual Wealth Management: Navigating your financial path

We specialize in helping people improve their current financial position (preferably without impacting their current lifestyle), developing plans that that align with their goals and needs, and monitoring/maintaining those plans over time. We are passionate about earning your trust and building a long-term partnership with you and your family. Our goal-oriented approach considers each individual’s unique needs and challenges. From building and preserving wealth to providing for loved ones, we have the tools and the experience to chart your financial journey. Our intention is that through our partnership: you gain clarity in your goals, comfort in your current situation, and confidence in your future. 

A successful wealth management strategy is one that provides for you and your family today, but also preserves enough for future generations. To help achieve this success, a financial strategy must be comprehensive. That’s why we work with your attorney, trustee, accountant, and other professionals as necessary to create a customized strategy that considers all your wealth management needs. Regardless of your stage of life and types of concerns, our advisors can help you find the appropriate solutions to issues like funding for education or retirement, tax planning, protecting your assets and your family, and organizing your estate.

RFG Financial Services include:

  • Retirement Planning
  • Investment Management
  • Protection/Insurance
  • Business Planning
  • Estate Planning
  • College Funding

WEALTH MANAGEMENT: Through a deep understanding of your individual situation, we are able to craft a wealth management strategy that meets your needs both today and in the future, and then serves as a steward for your investments. Our financial professionals follow a disciplined investment process to provide you with full transparency, allowing for proactive service and strengthening the trust and accountability you need to meet your financial objectives.

WEALTH PRESERVATION: It is not simply enough to create and implement a successful financial strategy. We also believe that it is crucial to ensure your wealth is preserved to better prepare for unforeseen situations. We are able to advise our clients on a wide range of insurance products and estate planning services so that wealth can be available when needed, and also remains as a legacy for future generations. 

COLLEGE FUNDING: Financial planning for college expenses can be an overwhelming task, but the reward of saving for your child’s future is well worth the challenge! Our College Financial Planning Services offer several personalized options, including 529 plans. The advisors at Retirement Fiduciary Group will guide you on a sound path that will ensure your student has the money they need, when they need it.